Bryan V. Bartosik

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CRD#: 2861838

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bryan Vincent Bartosik was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 1997. Bryan had worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

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.

1) BRYAN BARTOSIK INSURANCE AGENCY - 6271 DUPONT STATION COURT - JACKSONVILLE, FL 32217 - SOLE PROP - LIFE INSURANCE AGENT - 11/01/2004 - 10 HRS/MO/TRD HRS - PREPARE LIFE PLANNING FOR CHILDREN AND ADULTS WITH DISABILITIES. WORK WITH ATTORNEY FOR SPECIAL NEEDS TRUSTS; LIFE INSURANCE SALES TO GENERAL PUBLIC; ANNUITY AND RETIREMENT PLAN SALES - NON-INVESTMENT RELATED 2) TRUSTEE - 2027 WOODMERE CIRCLE, JACKSONVILLE, FL 32210 - 08/2012 - NIR - TRUSTEE OF MOTHERS TRUST ACCOUNT - CO-TRUSTEE WITH FATHER APPROVING BUYS/SELLS DISTRIBUTIONS - OTHER - TRUST - 1 HR/MO DURING TRADING 3) FEE DISCLOSURE EXPERT - 6271 DUPONT STATION COURT, JACKSONVILLE, FL 32217 - 01/2012 - NIR - I GATHER DATA ON ERISA PLANS, FORWARD TO DALBAR WHO EVALUATES FOR COMPLIANCE WITH 408B2 ( REASONABLENESS) REPORT TO PLAN SPONSOR DALBAR'S FINDINGS - GATHERING PLAN DATA, FORWARD TO DALBAR, PRESENT FINDINGS TO PLAN SPONSOR. PASS DALBAR CERTIFICATION TEST EVERY THREE YEARS - SOLE PROP - 36 HRS/MO DURING TRADING

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 6, 2021 - January 4, 2023

TITLETOWN WEALTH MANAGEMENT, LLC

RIA

CRD#: 307752

JACKSONVILLE, FL

Past

October 12, 2007 - December 31, 2021

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

RIA

CRD#: 142356

JACKSONVILLE, FL

Past

October 19, 2004 - July 31, 2015

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

JACKSONVILLE, FL

Past

March 27, 2000 - October 26, 2004

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

ORANGE PARK, FL

Past

January 25, 2000 - September 1, 2004

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

January 27, 1999 - January 26, 2000

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

January 23, 1998 - February 12, 1999

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

March 4, 1997 - February 9, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, 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".

TITLETOWN WEALTH MANAGEMENT, LLC

KEY FINANCIAL GROUP OF JACKSONVILLE, INC. | TITLETOWN WEALTH MANAGEMENT, LLC

CRD#: 307752 / SEC#: 801-121461

RIA

Registered Investment Advisory firm - (7/21/2021 Approved)

Texas

Registered Investment Advisory firm - (8/11/2021 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/9/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/3/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/16/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

TITLETOWN WEALTH MANAGEMENT, LLC

KEY FINANCIAL GROUP OF JACKSONVILLE, INC. | TITLETOWN WEALTH MANAGEMENT, LLC

CRD#: 307752 / SEC#: 801-121461

RIA

Registered Investment Advisory firm - (7/21/2021 Approved)

Texas

Registered Investment Advisory firm - (8/11/2021 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/11/2021 Terminated)

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Contact information

Main Address

1221 Bellevue Street Suite 102, Green Bay, WI 54302

Mailing Address

Phone number

(920) 468-7443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	448
AUM (Assets Under Management)	$ 116,233,307

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan V. Bartosik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

SECURITIES SERVICE NETWORK, LLC

CAMARDA WEALTH ADVISORY GROUP

SUNSET FINANCIAL SERVICES, INC.

WALNUT STREET SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

TITLETOWN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2007

Series 66

Date: 11/9/1999

SIE

Date: 7/31/2015

Series 6

Date: 3/3/1997

Series 26

Date: 9/16/1997

Current Firm

TITLETOWN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TITLETOWN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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