AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BS

Bernd Egon Steinebrunner

CFP®
SOVRAN ADVISORS
Costa Mesa, CA
·CRD# 5096812·20 years experience

Professional Summary

Bernd Egon Steinebrunner, CFP®, who also goes by Bernd Steinebrunner, is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in Costa Mesa, California and CETERA WEALTH SERVICES, LLC located in Costa Mesa, California. Bernd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Bernd has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Employee and Employer Plan Benefits
  • Tax Planning
  • Education Planning
  • Insurance Planning
  • Investment Planning
  • Life Transitions
  • Estate Planning
  • Retirement Planning
  • Comprehensive Financial Planning

Other Aliases

Bernd Steinebrunner

Blog Corner

Similar Advisors

NEWPORT BEACH, CA · CRD#
View profile
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2010

Years of Experience

20 years in the financial services industry

Current & Past Employments

SOVRAN ADVISORS, LLC·CRD# 329415
RIA
3200 Park Center Dr. Suite 1240, Costa Mesa, CA 92626
February 23, 2024 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626
February 22, 2024 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Costa Mesa, CA
March 25, 2017 - March 6, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Costa Mesa, CA
March 25, 2017 - March 6, 2024
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Irvine, CA
December 19, 2008 - March 25, 2017
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Irvine, CA
December 17, 2008 - March 25, 2017
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
Santa Ana, CA
April 2, 2007 - December 9, 2008
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Santa Ana, CA
April 2, 2007 - December 9, 2008
MORGAN STANLEY DW INC.·CRD# 7556
RIA
Santa Ana, CA
April 6, 2006 - April 2, 2007
MORGAN STANLEY DW INC.·CRD# 7556
BD
Santa Ana, CA
March 23, 2006 - April 2, 2007

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Current Firm

SA
SOVRAN ADVISORS, LLC

AIMPOINT WEALTH MANAGEMENT | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PLR WEALTH MANAGEMENT | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | EMPIRE PRIVATE WEALTH | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS | COMPASS CAPITAL | COLLEGE PLANNING AMERICA

CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - SEC (1/12/2024 Approved)

Contact Information

Main Address

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108

Phone Number

(619) 281-9890

# of Employees

64

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOVRAN ADVISORS, LLC - FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,135

AUM (Assets Under Management)

$1,874,347,252

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

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.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2006; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 02/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: 3
(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: BERND STEINEBRUNNER - REAL ESTATE RENTAL; INVESTMENT RELATED: NO; ADDRESS: FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 08/2004; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MY WIFE AND I PERSONALLY OWN RENTAL REAL ESTATE THAT WE EITHER MANAGE OURSELVES OR HIRE A PROPERTY MANAGER FOR. THIS INCLUDES SELECTING TENANTS, TAKING CARE OF THE PROPERTY AND FINANCES; 4. NAME OF OTHER BUSINESS: BERND STEINEBRUNNER - PHOTOGRAPHER; INVESTMENT RELATED: NO; ADDRESS: FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: PURSUE MY HOBBY AS PHOTOGRAPHER; START DATE: 06/2020; POSITION/TITLE/RELATIONSHIP: PHOTOGRAPHER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SOLE PROPRIETOR HOBBY PHOTOGRAPHER OCCASIONALLY SELLING A PRINT AND/OR BOOK 5. NAME OF OTHER BUSINESS: PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2019; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY, FINANCIAL PLANNING, SECURITIES, AND INSURANCE SOLUTIONS; CLIENT ACQUISITION AND MANAGEMENT; 6. NAME OF OTHER BUSINESS: FAMILY PROMISE ORANGE COUNTY; INVESTMENT RELATED: NO; ADDRESS: 11205 STONECRESS AVE, FOUNTAIN VALLEY, CA, 92708; NATURE OF BUSINESS: BOARD; START DATE: 4/2024; POSITION/TITLE/RELATIONSHIP: ADVISORY COUNCIL COMMITTEE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NONPROFIT THAT HELPS HOMELESS FAMILIES WITH CASE MANAGEMENT, HOUSING NAVIGATION AND RELATED SERVICES; 7. NAME OF OTHER BUSINESS: KING OF GLORY LUTHERAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: 10280 SLATER AVE, FOUNTAIN VALLEY, CA 92708; NATURE OF BUSINESS: BOARD; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: COUNCIL MEMBER AT LARGE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SUPPORTING THE CHURCH'S MINISTRY THROUGH CHURCH COUNCIL, ATTEND COUNCIL MEETING, PARTICIPATE IN MINISTRIES, & ASSIST IN MAKING DECISIONS; 8. NAME OF OTHER BUSINESS: WEISHEIT ADVISORY, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: CEO/OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT & BOOK SALES;

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

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".
SA
SOVRAN ADVISORS, LLC

AIMPOINT WEALTH MANAGEMENT | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PLR WEALTH MANAGEMENT | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | EMPIRE PRIVATE WEALTH | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS | COMPASS CAPITAL | COLLEGE PLANNING AMERICA

CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - SEC (1/12/2024 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(2/22/2024)
RR
California
(2/22/2024)
IAR
California
(2/23/2024)
RR
Colorado
(2/22/2024)
RR
Connecticut
(2/22/2024)
RR
Idaho
(2/22/2024)
RR
Illinois
(2/22/2024)
RR
Kansas
(2/22/2024)
RR
Massachusetts
(2/22/2024)
RR
Nevada
(2/22/2024)
RR
New Mexico
(2/22/2024)
RR
North Carolina
(2/22/2024)
RR
Oregon
(2/22/2024)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Apr 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Bernd Egon Steinebrunner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Bernd

  • Employee and Employer Plan Benefits
  • Tax Planning
  • Education Planning
  • Insurance Planning
  • Investment Planning
  • Life Transitions
  • Estate Planning
  • Retirement Planning
  • Comprehensive Financial Planning

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#
BS
Follow Bernd
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required