Brian O. Wyatt

WYATT WEALTH MANAGEMENT

Arlington, WA 98223

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CRD#: 5438563

Professional summary

Brian O Wyatt, CFP®, who also goes by Brian Orville Wyatt, is a registered financial advisor currently at WYATT WEALTH MANAGEMENT located in Arlington, Washington.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brian has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Orville Wyatt

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.

Start 09/2011- 2 Hr/Mo; 2 Hour(s) During Securities Trading -yes 4 rental properties (3)single family homes and 1 duplex. These are managed by 3rd party, Jevon's Property Management, in Yakima.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian O Wyatt'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^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 26, 2020 - Present

WYATT WEALTH MANAGEMENT

Office #1: 3710 168th St Ne B202, Arlington, WA 98223

RIA

CRD#: 309482

Arlington, WA

Past

April 6, 2018 - November 20, 2020

FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 117578

Arlington, WA

Past

February 29, 2008 - June 20, 2018

MCILRATH & ECK, LLC

RIA

CRD#: 145252

ARLINGTON, WA

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

Washington
(8/26/2020)

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

State Security Law Exam

IAR

Series 65

Date: 12/13/2007

Uniform Investment Adviser Law Examination

Current Firm

WYATT WEALTH MANAGEMENT

BBWYATT LLC | WYATT WEALTH MANAGEMENT | PACIFIC WEALTH MANAGEMENT

CRD#: 309482 / SEC#:

Washington

Registered Investment Advisory firm - (8/26/2020 Approved)

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Contact information

Main Address

3710 168th St Ne B202, Arlington, WA 98223

Mailing Address

Phone number

(360) 386-9887

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 69,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian O. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian O Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

WYATT WEALTH MANAGEMENT

FINANCIAL MANAGEMENT, INC.

MCILRATH & ECK, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2007

Current Firm

WYATT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WYATT WEALTH MANAGEMENT

TRUST BUT VERIFY

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