Bryan A. Rentschler
Professional summary
Bryan Adam Rentschler, who also goes by Bryan A Rentschler, Bryan Rentschler, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Westlake Village, California.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Adam Rentschler's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2022 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 100 N. Westlake Blvd Suite 203, Westlake Village, CA 91362July 11, 2019 - June 15, 2022
PRUCO SECURITIES, LLC.
July 11, 2019 - June 15, 2022
PRUCO SECURITIES, LLC.
April 10, 2018 - May 9, 2019
EDWARD JONES
March 7, 2018 - May 9, 2019
EDWARD JONES
May 21, 2007 - October 24, 2008
PFS INVESTMENTS INC.
Primary Firm SEC Registration
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2022)
(6/23/2022)
(1/8/2024)
(7/7/2022)
(6/23/2022)
(10/17/2023)
(6/23/2022)
Exams
Current Firm
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
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.
