Brian Jay Berenz
Professional Summary
Brian Jay Berenz is a registered financial advisor currently at BERENZ WEALTH MANAGEMENT, LLC located in Littleton, Colorado. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
BERENZ WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2 West Dry Creek Circle Suite 100, Littleton, CO 80120Phone Number
(303) 734-7123# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
284AUM (Assets Under Management)
$54,311,595Similar Advisors
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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.
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State Registrations and Notice Filings
(10/22/2013)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Jay Berenz's CRS (Customer Relationship Summary).
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