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BD

Bryan M. Dewhurst

OASIS ADVISORS
FOREST CITY, IA 50436
Some features on this profile are disabled
CRD#: 4542194
BD

Professional summary

Bryan Matthew Dewhurst is a registered financial advisor currently at OASIS ADVISORS located in Forest City, Iowa and ALPHABIT INVESTMENTS, LLC located in Forest City, Iowa.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bryan has worked at 9 firms and has passed the Series 66, SIE, 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 Matthew Dewhurst'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®
None

Experience

Current

May 28, 2025 - Present

OASIS ADVISORS

Office #1: 136 S 4th Street, Forest City, IA 50436
RIA
CRD#: 335555
FOREST CITY, IA
Current

October 30, 2025 - Present

ALPHABIT INVESTMENTS, LLC

Office #1: 136 S 4th Street, Forest City, IA 50436
RIA
CRD#: 334827
FOREST CITY, IA
Past

March 8, 2023 - August 27, 2025

TERRA WEALTH

RIA
CRD#: 320643
FOREST CITY, IA
Past

June 22, 2017 - March 17, 2023

UNCOMMON WEALTH PARTNERS, LLC

RIA
CRD#: 288676
ANKENY, IA
Past

September 2, 2016 - November 2, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
JOHNSTON, IA
Past

September 2, 2016 - July 20, 2017

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
ANKENY, IA
Past

September 2, 2016 - November 2, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
JOHNSTON, IA
Past

September 1, 2016 - July 20, 2017

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
ANKENY, IA
Past

December 9, 2014 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
JOHNSTON, IA
Past

December 9, 2014 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
JOHNSTON, IA
Past

May 17, 2011 - December 22, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
WEST DES MOINES, IA
Past

April 13, 2011 - December 22, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WEST DES MOINES, IA
Past

May 25, 2004 - October 29, 2004

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
OMAHA, NE
Past

February 19, 2004 - October 4, 2004

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

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".
OA
OASIS ADVISORS
OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394

RIA
Registered Investment Advisory firm - (4/11/2025 Approved)

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
Iowa
(5/28/2025)
IAR
Texas
(5/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/20/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/20/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/12/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/31/2004
General Securities Principal Examination

Current Firm

OA
OASIS ADVISORS
OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394

RIA
Registered Investment Advisory firm - (4/11/2025 Approved)
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Contact information

Main Address
136 S 4th Street, Forest City, IA 50436
Mailing Address
Phone number
(641) 251-6001
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - OASIS ADVISORS (10/22/2025)

Regulatory assets under management

Total Number of Accounts1,867
AUM (Assets Under Management)$ 239,311,393

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.

Company Information

OASIS ADVISORS

CRD#: 335555Forest City, IA 50436

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