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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
4101 Parkstone Heights Drive Suite 210, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2002 | 09/2021 |
| David Bregger Cfp Insurance Sales | Austin | TX | 01/1985 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 09/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 09/2021 | 11/2021 |
| Weinheimer Wealth Management | Austin | TX | 09/2021 | 11/2023 |
| Bregger & Associates, Llc | Austin | TX | 05/2002 | 05/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 11/2023 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 11/2023 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
08/2024 Mr. Bregger serves as a member of the Investment Committee for the Diocese of Austin, Texas. 6225 E Hwy 290 Austin TX 78723. In this position, he provides insight and guidance to the Financial Board on the selection of investment managers for the Priest's pension plan and endowment fund. This is an unpaid volunteer position and takes up less than 5% of his time annually.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-29 |
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