Unclaimed Profile

Bryan Matthew Krill

WACKER WEALTH PARTNERS, LLC·SAN LUIS OBISPO, California

Series 6, Series 63Clean record19 years registeredWACKER WEALTH PARTNERS, LLC

892 AEROVISTA PLACE, SAN LUIS OBISPO, CA 93401CRD# 3115314Firm CRD# 145931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Matthew Krill · SAN LUIS OBISPO, CA

Registration

CRD #3115314 · WACKER WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WACKER WEALTH PARTNERS, LLC

EP WEALTH ADVISORS

Apr 2024 – Sep 2025

San Luis Obispo, CA

WACKER WEALTH PARTNERS, LLC

Jan 2008 – Apr 2024

SAN LUIS OBISPO, CA

REW INC.

Oct 2006 – Feb 2008

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · October 30, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WACKER WEALTH PARTNERS, LLC

CRD 145931 · SEC 801-68752

AUM

$1.1B

Regulatory assets under management

Employees

723 client accounts

Services offered by WACKER WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WACKER WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Matthew Krill offer?

Bryan Matthew Krill specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Bryan Matthew Krill's credentials?

Bryan Matthew Krill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Matthew Krill located?

Bryan Matthew Krill is based in SAN LUIS OBISPO, California, last registered with WACKER WEALTH PARTNERS, LLC.

How does Bryan Matthew Krill charge for services?

Bryan Matthew Krill's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WACKER WEALTH PARTNERS, LLC?

WACKER WEALTH PARTNERS, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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