Bryan Buchert
KERA CAPITAL PARTNERS
Sacramento, CA 95819
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CRD#: 6313198
Professional summary
Bryan Buchert, CFP® is a registered financial advisor currently at KERA CAPITAL PARTNERS located in Sacramento, California.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bryan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Highland Capital Brokerage; Insurance Sales; Investment-related; Sacramento, CA; Insurance Broker; 0 hours/month during securities trading hours; Less than 10 hours/month outside of securities trading hours. Sell insurance products for commission. HBB Management LLC; Real Property Holdings; Investment-related; Sacramento, CA; Affiliation started on 06/03/2020; Title: Member; Duties: Investor; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours. BUCB20210826 LLC; Managing Member. Entity solely used for making passive investments with personal Roth IRA. Duties: Investor; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Buchert'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®
Start date: 2018
Experience
Current
March 9, 2021 - Present
KERA CAPITAL PARTNERS
Office #1: 4101 J Street Suite E, Sacramento, CA 95819RIA
CRD#: 312875
Sacramento, CA
Past
August 31, 2017 - March 22, 2021
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
Elk Grove, CA
Past
August 31, 2017 - March 22, 2021
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Elk Grove, CA
Past
April 1, 2015 - September 1, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FOLSOM, CA
Past
April 1, 2015 - September 1, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FOLSOM, CA
Past
June 30, 2014 - April 7, 2015
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WALNUT CREEK, CA
Past
May 12, 2014 - April 7, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WALNUT CREEK, CA
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".
KC
KERA CAPITAL PARTNERS
KERA CAPITAL PARTNERS | KERA CAPITAL PARTNERS, INC.
CRD#: 312875 / SEC#: 801-120454
RIA
Registered Investment Advisory firm - (3/9/2021 Approved)California
Registered Investment Advisory firm - (12/23/2021 Terminated)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
California(3/9/2021)
IAR
Texas(9/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/17/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/17/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KC
KERA CAPITAL PARTNERS
KERA CAPITAL PARTNERS | KERA CAPITAL PARTNERS, INC.
CRD#: 312875 / SEC#: 801-120454
RIA
Registered Investment Advisory firm - (3/9/2021 Approved)California
Registered Investment Advisory firm - (12/23/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1760 The Alameda, San Jose, CA 95126
Mailing Address
4101 J Street Suite 230, Sacremento, CA 95819
Phone number
(408) 668-2201
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 889 |
| AUM (Assets Under Management) | $ 1,069,762,426 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KERA CAPITAL PARTNERS
CRD#: 312875Sacramento, CA 95819TRUST BUT VERIFY
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