Bryce C. Wilberger

RSA WEALTH MANAGEMENT

Klamath Falls, OR 97601

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CRD#: 6417618

Professional summary

Bryce Curtis Wilberger is a registered financial advisor currently at RSA WEALTH MANAGEMENT, LLC located in Klamath Falls, Oregon.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bryce has worked at 1 firm and has passed the Series 65 exam.

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.

BRYCE WILBERGER IS A MEMBER IN BRYDAN GROUP, LLC 1635 OAK ST. EUGENE OR 97401. AN INVESTMENT CLUB EXEMPT FROM REGISTRATION UNDER THE SECURITY AND EXCHANGE ACTS OF 1933 AND 1934, AND EXEMPT FROM THE INVESTMENT COMPANY ACT OF 1940. ENTITY IS REGISTERED WITH OR SOS HOWEVER IT HAS NO CURRENT OPERATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Curtis Wilberger'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®

None

Experience

Current

October 26, 2017 - Present

RSA WEALTH MANAGEMENT, LLC

Office #1: 422 South Fifth Street, Klamath Falls, OR 97601

RIA

CRD#: 258789

Klamath Falls, OR

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

Oregon
(10/26/2017)

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: 4/27/2015

Uniform Investment Adviser Law Examination

Current Firm

RSA WEALTH MANAGEMENT, LLC

CRD#: 258789 / SEC#:

Oregon

Registered Investment Advisory firm - (10/26/2017 Approved)

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Contact information

Main Address

422 South Fifth Street, Klamath Falls, OR 97601

Mailing Address

Phone number

(541) 882-6630

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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