Bryan Paul Katz

Employer firm

Omni 360 Wealth, Inc. CRD 124878

$426M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2013 → Present
  Northwestern Mutual Investment Services, Llc
  Princeton, NJ
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → Present
  Omni 360 Wealth, Inc.
  Princeton, NJ

Previous Registrations

• 2013-11-06 → 2018-09-10
  Northwestern Mutual Investment Services, Llc
  Newtown, PA
  Princeton, NJ

Other Businesses

1) MAY EARN COMMISSIONS FROM Princeton Financial Group Risk Management and other INSURANCE COMPANIES NOT AFFILIATED WITH PRINCETON FINANCIAL GROUP FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2013-11-04
• S63 Uniform Securities Agent State Law Examination
  1999-05-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant