Bryan Craig Wisda
CFP®Professional Summary
Bryan Craig Wisda, CFP®, who also goes by Bryan Craig Wisda 2, is a registered financial advisor currently at ALMEGA WEALTH MANAGEMENT located in Greenville, Kentucky. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bryan has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Social Security & Medicare Planning
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Risk Management & Insurance
Specializations
Other Aliases
Bryan Craig Wisda 2
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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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Credentials
Years of Experience
25 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALMEGA WEALTH MANAGEMENT | ALMEGA WEALTH MANAGEMENT LLC
Contact Information
Main Address
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260Phone Number
(480) 770-4700# of Employees
7SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
767AUM (Assets Under Management)
$134,306,196Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALMEGA WEALTH MANAGEMENT | ALMEGA WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(10/6/2021)
(2/16/2023)
(4/28/2025)
(11/30/2021)
(10/7/2021)
(4/11/2022)
(8/29/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bryan Craig Wisda's CRS (Customer Relationship Summary).
Services Offered by Bryan
- Business Services
- Financial Planning
- Social Security & Medicare Planning
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Risk Management & Insurance
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