Bryan D. Zschiesche
FINANCIAL SYNERGIES
Houston, TX 77027
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CRD#: 4861608
Professional summary
Bryan David Zschiesche, CFP® is a registered financial advisor currently at FINANCIAL SYNERGIES located in Houston, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bryan has worked at 1 firm and has passed the Series 65 exam.
Biography
Bryan is an Eagle Scout and the current Cubmaster of Cub Scout Pack 1182 in Katy, Texas. When not helping clients, you can find Bryan hiking in Colorado with his wife, Cele, and two sons, Hudson and Carson. He is also an active member of St. Peter’s United Methodist Church and the Houston chapter of the Financial Planning Association.
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
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.
Valiant Eagle Holdings, LLC, Vice President, not investment related, real estate holdings, 10/2017, approx. 3 hours per month, 1 of those hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan David Zschiesche's 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®
Start date: 2006
Experience
Current
January 3, 2005 - Present
FINANCIAL SYNERGIES
Office #1: 4400 Post Oak Pkwy Suite 200, Houston, TX 77027RIA
CRD#: 105643
Houston, TX
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".
FINANCIAL SYNERGIES
FINANCIAL SYNERGIES | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | FINANCIAL SYNERGIES PATHWAY | FINANCIAL SYNERGIES ASSET MANAGEMENT INC | FINANCIAL SYNERGIES ASSET MANAGEMENT
CRD#: 105643 / SEC#: 801-30106
RIA
Registered Investment Advisory firm - (7/30/1987 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
Texas(1/3/2005)
Current Firm
FINANCIAL SYNERGIES
FINANCIAL SYNERGIES | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | FINANCIAL SYNERGIES PATHWAY | FINANCIAL SYNERGIES ASSET MANAGEMENT INC | FINANCIAL SYNERGIES ASSET MANAGEMENT
CRD#: 105643 / SEC#: 801-30106
RIA
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Contact information
Main Address
4400 Post Oak Pkwy Suite 200, Houston, TX 77027
Mailing Address
Phone number
(713) 623-6600
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 879 |
| AUM (Assets Under Management) | $ 1,566,368,236 |
Red Flags
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