BR
Brian C. Rezny
REZNY WEALTH MANAGEMENT
FORT MYERS, FL 33907
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CRD#: 1799205
BR
Professional summary
Brian Charles Rezny, CFP® is a registered financial advisor currently at REZNY WEALTH MANAGEMENT, INC. located in Fort Myers, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LIFE INSURANCE AGENT;NOT INVESTMENT RELATED;AGENT SINCE 1987;APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS.
RADIO SHOW, "THE REZNY WEALTH REPORT" ON WIND AM560, CHICAGOLAND BROADCAST LIVE 9-11AM CST EVERY SUNDAY ( 4-5 HOURS/MONTH DURING NON-TRADING HOURS), FIRST AIRED BROADCAST WAS 10-5-2008; RADIO SHOW, "THE REZNY WEALTH REPORT" ON WLSS AM930, SARASOTA/TAMPA, FL & WCCF AM1580 PUNTA GORDA/FT MYERS, FL BROADCAST LIVE 10-11AM EST EVERY SUNDAY;FIRST AIRED BROADCAST WAS 11-23-2008;(4-5 HOURS/MONTH DURING NON-TRADING HOURS; INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Charles Rezny's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
October 29, 1997 - Present
REZNY WEALTH MANAGEMENT, INC.
Office #1: 5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907RIA
CRD#: 109638
FORT MYERS, FL
Past
November 4, 1996 - July 29, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
NAPERVILLE, IL
Past
August 3, 1992 - November 19, 1996
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
February 23, 1988 - August 18, 1992
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REZNY WEALTH MANAGEMENT, INC.
FINANCIAL ASSET MANAGEMENT LTD | REZNY WEALTH MANAGEMENT, LTD | REZNY WEALTH MANAGEMENT, INC.
CRD#: 109638 / SEC#: 801-79468
RIA
Registered Investment Advisory firm - (4/11/2014 Approved)Florida
Registered Investment Advisory firm - (4/14/2014 Terminated)Illinois
Registered Investment Advisory firm - (4/11/2014 Terminated)Wisconsin
Registered Investment Advisory firm - (4/14/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/6/2009)
IAR
Illinois(10/29/1997)
IAR
Louisiana(11/24/2015)
IAR
Texas(10/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
RW
REZNY WEALTH MANAGEMENT, INC.
FINANCIAL ASSET MANAGEMENT LTD | REZNY WEALTH MANAGEMENT, LTD | REZNY WEALTH MANAGEMENT, INC.
CRD#: 109638 / SEC#: 801-79468
RIA
Registered Investment Advisory firm - (4/11/2014 Approved)Florida
Registered Investment Advisory firm - (4/14/2014 Terminated)Illinois
Registered Investment Advisory firm - (4/11/2014 Terminated)Wisconsin
Registered Investment Advisory firm - (4/14/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5237 Summerlin Commons Blvd Suite 206, Fort Myers, FL 33907
Mailing Address
Phone number
(800) 618-8577
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 781 |
| AUM (Assets Under Management) | $ 435,177,943 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REZNY WEALTH MANAGEMENT, INC.
CRD#: 109638Fort Myers, FL 33907TRUST BUT VERIFY
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