Bryan Jay Wertzer

Current Employers

Employment History

• 02/2009 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2009-01-26 → 2009-02-20
  Pension Planners Securities, Inc.
  Rancho Cordova, CA
• 2008-08-13 → 2009-02-17
  Cetera Wealth Services, Llc
  Santa Barbara, CA
  Sacramento, CA
• 1999-03-18 → 2008-08-13
  Pension Planners Securities, Inc.
  Sacramento, CA

Other Businesses

(1) WERTZER WEALTH MANAGEMENT LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2017 ADDRESS: 9700 Business Park Dr, Ste 204, Sacramento CA 95827, United States DESCRIPTION: OWNER OF WERTZER WEALTH MANAGEMENT LLC A TAX CONDUIT (2) SUTLEY WERTZER, INC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2001 ADDRESS: 9700 Business Park Dr, Ste 204, Sacramento CA 95827, United States DESCRIPTION: 50% OWNER OF DBA USED FOR MARKETING PURPOSES (3) S&W INVESTMENTS, LLC. POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2004 ADDRESS: 9700 Business Park Dr, Ste 204, Sacramento CA 95827, United States DESCRIPTION: 50% OWNER - S&W INVESTMENTS, LLC. REAL ESTATE HOLDING COMPANY PROVIDING PROPERTY MANAGEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-13
• S63 Uniform Securities Agent State Law Examination
  1994-02-23