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Mickey Shawn Bryan

Mickey S. Bryan

REMBRANDT FINANCIAL GROUP
Austin, TX 78746
Some features on this profile are disabled
CRD#: 5101366
Mickey Shawn Bryan

Professional summary

Mickey Shawn Bryan, CFP®, who also goes by Shawn Bryan, is a registered financial advisor currently at REMBRANDT FINANCIAL GROUP LLC located in Austin, Texas and KINTRA WEALTH, LLC located in Austin, Texas.

Mickey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mickey has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shawn Bryan

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 Mickey Shawn Bryan'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

March 15, 2022 - Present

REMBRANDT FINANCIAL GROUP LLC

Office #1: 248 Addie Roy Road Suite C 103, Austin, TX 78746
RIA
CRD#: 318415
Austin, TX
Current

March 26, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 248 Addie Roy Road Suite C 103, Austin, TX 78746
RIA
CRD#: 299407
Austin, TX
Past

August 25, 2016 - April 10, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUSTIN, TX
Past

August 25, 2016 - April 10, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
AUSTIN, TX
Past

February 26, 2015 - August 26, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
AUSTIN, TX
Past

January 8, 2015 - August 26, 2016

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
AUSTIN, TX
Past

January 18, 2012 - January 7, 2015

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
AUSTIN, TX
Past

August 16, 2011 - January 7, 2015

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

January 14, 2010 - September 12, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
AUSTIN, TX
Past

April 3, 2006 - January 14, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
AUSTIN, TX
Past

March 27, 2006 - January 14, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
AUSTIN, 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".
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 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
(3/15/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2006
General Securities Representative Examination

Current Firm

KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
Mailing Address
Phone number
(570) 601-6960
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 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

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 460,941,125

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

KINTRA WEALTH, LLC

CRD#: 299407Austin, TX 78746

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