Brad Cotner

TEMPUS WEALTH PLANNING

IRVINE, CA 92618

CRD#: 7885641

Some features on this profile are disabled

Professional summary

Brad Cotner, who also goes by Bradley Michael Cotner, Bradley Cotner, is a registered financial advisor currently at TEMPUS WEALTH PLANNING, LLC located in Irvine, California.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brad has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Michael Cotner | Bradley Cotner

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Cotner's CRS (Customer Relationship Summary).

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

April 29, 2026 - Present

TEMPUS WEALTH PLANNING, LLC

Office #1: 100 Spectrum Center Drive Suite 1070, Irvine, CA 92618

RIA

CRD#: 285349

IRVINE, CA

Past

January 23, 2026 - May 13, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

THOUSAND OAKS, CA

Past

November 4, 2025 - May 13, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WOODLAND HILLS, CA

Past

March 8, 2024 - July 10, 2025

TAMAR SECURITIES, LLC

RIA

CRD#: 153991

WOODLAND HILLS, 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".

TEMPUS WEALTH PLANNING, LLC

SSJ LLC | TEMPUS WEALTH PLANNING, LLC

CRD#: 285349 / SEC#: 801-108462

RIA

Registered Investment Advisory firm - (11/7/2016 Approved)

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
(4/29/2026)

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

Series 63

Date: 11/20/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/10/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/4/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/12/2025

Securities Industry Essentials Examination

Current Firm

TEMPUS WEALTH PLANNING, LLC

SSJ LLC | TEMPUS WEALTH PLANNING, LLC

CRD#: 285349 / SEC#: 801-108462

RIA

Registered Investment Advisory firm - (11/7/2016 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 Spectrum Center Drive Suite 1070, Irvine, CA 92618

Mailing Address

Phone number

(949) 393-2525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/16/2026)

Regulatory assets under management

Total Number of Accounts	1,751
AUM (Assets Under Management)	$ 699,383,573

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.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brad Cotner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Cotner's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TAMAR SECURITIES, LLC

Primary Firm SEC Registration

TEMPUS WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2025

Series 65

Date: 1/10/2024

Series 7TO

Date: 11/4/2025

SIE

Date: 9/12/2025

Current Firm

TEMPUS WEALTH PLANNING, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEMPUS WEALTH PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors