Bryan W. Reinhard

OMEGA FINANCIAL GROUP

SANTA BARBARA, CA 93101

Some features on this profile are disabled

CRD#: 3257820

Professional summary

Bryan William Reinhard, CFP®, ChFC®, CLU® is a registered financial advisor currently at OMEGA FINANCIAL GROUP, LLC located in Santa Barbara, California and ARGOS GLOBAL ADVISORS, LLC located in Santa Barbara, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bryan has worked at 7 firms and has passed the Series 66, Series 31, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan William Reinhard's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 1, 2012 - Present

OMEGA FINANCIAL GROUP, LLC

Office #1: 812 Anacapa Street, Santa Barbara, CA 93101

RIA

CRD#: 164147

SANTA BARBARA, CA

Current

May 30, 2019 - Present

ARGOS GLOBAL ADVISORS, LLC

Office #1: 812 Anacapa St., Santa Barbara, CA 93101

CRD#: 164147 / SEC#: 801-77745

RIA

Registered Investment Advisory firm - (3/28/2013 Approved)

California

Registered Investment Advisory firm - (4/27/2013 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.

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

California
(6/1/2012)

IAR

Texas
(6/17/2015)

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 66

Date: 8/19/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 8/26/1999

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/2010

General Securities Principal Examination

Current Firm

OMEGA FINANCIAL GROUP, LLC

CRD#: 164147 / SEC#: 801-77745

RIA

Registered Investment Advisory firm - (3/28/2013 Approved)

California

Registered Investment Advisory firm - (4/27/2013 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

812 Anacapa Street, Santa Barbara, CA 93101

Mailing Address

Phone number

(805) 617-4363

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

OFG - FORM ADV PART 2A - FIRM BROCHURE (2/10/2025)

OFG - FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	943
AUM (Assets Under Management)	$ 480,234,372

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.

Similar Advisors

David Given

CURTIS ADVISORY GROUP, LLC

IAR

Santa Barbara, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan W. Reinhard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan William Reinhard's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARGOS GLOBAL ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

OMEGA FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/1999

Series 31

Date: 8/26/1999

Series 7

Date: 8/12/1999

Series 24

Date: 6/1/2010

Current Firm

OMEGA FINANCIAL GROUP, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OMEGA FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors