Bryan M. Krill

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CRD#: 3115314

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 Matthew Krill, CFP® was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 1998. Bryan had worked at 4 firms and has passed the Series 63 and Series 6 exams.

Biography

WACKER WEALTH PARTNERS, LLC., located in beautiful San Luis Obispo, California, provides comprehensive wealth management, financial and investment planning, and investment management services – on a strictly Fee-Only basis – to individuals, families, and fiduciaries (trusts, foundations, and estates).

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Financial Psychology/Coaching

Professional Athletes or Enter...

What is your minimum asset requirement?

500K

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.

The advisor shows no other business activity.

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Past

April 18, 2024 - September 18, 2025

EP WEALTH ADVISORS

RIA

CRD#: 111147

San Luis Obispo, CA

Past

January 24, 2008 - April 30, 2024

WACKER WEALTH PARTNERS, LLC

RIA

CRD#: 145931

SAN LUIS OBISPO, CA

Past

October 30, 2006 - February 5, 2008

REW INC.

RIA

CRD#: 112310

SAN LUIS OBISPO, CA

Past

September 23, 1998 - April 16, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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".

EP WEALTH ADVISORS

CRD#: 111147 / SEC#: 801-29358

RIA

Registered Investment Advisory firm - (4/16/1987 Approved)

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

Series 63

Date: 9/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/17/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EP WEALTH ADVISORS

CRD#: 111147 / SEC#: 801-29358

RIA

Registered Investment Advisory firm - (4/16/1987 Approved)

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Contact information

Main Address

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503

Mailing Address

Phone number

(310) 543-4559

Established

Firm type

Fiscal year end

# of Employees

557

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 ("WRAP FEE PROGRAM BROCHURE") (3/31/2025)

EP WEALTH ADVISORS, LLC FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	49,167
AUM (Assets Under Management)	$ 35,570,000,000

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Bryan M. Krill

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EP WEALTH ADVISORS

WACKER WEALTH PARTNERS, LLC

REW INC.

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

EP WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/17/1998

Series 6

Date: 9/17/1998

Current Firm

EP WEALTH ADVISORS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EP WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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