Anthony Bertuol Okun

Current Employers

Bluespring Wealth Management, Llc

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-20

CA RA
APPROVED

Since 2026-05-20

Branch Locations

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

1420 Rocky Ridge Drive #140, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kestra Financial Inc.	Roseville	CA	05/2026	Present
In N Out	Novato	CA	09/2015	11/2016
Finnegan's Marin	Novato	CA	11/2016	08/2020
School	Sacramento	CA	08/2020	06/2022
Capital Planning Advisors, Llc	Roseville	CA	06/2022	05/2026
Bedell Frazier Investment Counselling	Walnut Creek	CA	02/2026	05/2026

05/2026 → Present

Kestra Financial Inc.

Roseville, CA
09/2015 → 11/2016

In N Out

Novato, CA
11/2016 → 08/2020

Finnegan's Marin

Novato, CA
08/2020 → 06/2022

School

Sacramento, CA
06/2022 → 05/2026

Capital Planning Advisors, Llc

Roseville, CA
02/2026 → 05/2026

Bedell Frazier Investment Counselling

Walnut Creek, CA

Previous Registrations

2026-03-04 → 2026-06-08

Bedell Frazier Investment Counselling, Llc.

Roseville, CA

Walnut Creek, CA
2022-10-24 → 2026-06-08

Capital Planning Advisors Llc

Roseville, CA

Other Businesses

Capital Planning Advisors; Investment-related; 1420 Rocky Ridge Drive, #140, Roseville, CA 95661; Investment Adviser; Investment Adviser Representative; 06/2022; 160; 160; Investment Adviser Representative

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-24

S65 Uniform Investment Adviser Law Examination

2022-10-24

View on SEC IAPD