Wang Chang Tsai
CFP®Professional Summary
Wang Chang Tsai, CFP®, who also goes by Brian Tsai, is a registered financial advisor currently at TKC WEALTH MANAGEMENT LLC located in Dallas, Texas and LANDOLT SECURITIES, INC. located in Dallas, Texas. Wang Chang is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Wang Chang has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Tsai
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CIVITAS WEALTH MANAGEMENT, LLC | TKC WEALTH MANAGEMENT LLC
Contact Information
Main Address
12900 Preston Road, Suite 700, Dallas, TX 75230Phone Number
(214) 389-2000# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
284AUM (Assets Under Management)
$138,585,943Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CIVITAS WEALTH MANAGEMENT, LLC | TKC WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(5/14/2026)
(3/12/2018)
(3/29/2021)
(9/7/2017)
(1/22/2018)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Wang Chang Tsai's CRS (Customer Relationship Summary).
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