Bryan Scott Newton

Employer firm

Private Client Advisor Group, LLC CRD 330038

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 08/2017
  Principal Life Insurance Company
  Overland Park, KS
• 11/2016 → 08/2017
  Omada Financial
  Overland Park, KS
• 05/2017 → 08/2017
  Omada
  Overland Park, KS
• 08/2017 → 01/2022
  Woodbury Financial Services Inc
  Overland Park, KS
• 02/2022 → 08/2024
  Owlfi
  Lenexa, KS
• 08/2024 → Present
  Private Client Advisor Group, Llc
  Palm City, FL

Other Businesses

BSN BRIONI LLC POSITION: Owner NATURE: We consign used clothing to an ebay seller. He then sells them on his ebay website. He then pays us a % of the sale. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/24/2015; ADDRESS: 21107 West 98th Street, Lenexa KS 66220, United States; DESCRIPTION: I go to thrift stores and buy used mens clothing. I package and ship them to our consigner and he sells them.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-27
• S63 Uniform Securities Agent State Law Examination
  2014-03-22

Other Names

• Bryan S Newton