Brad Cotner

Employer firm

Tempus Wealth Planning, LLC CRD 285349

$699M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2016 → 07/2023
  Productive Finance, Llc
  Pasadena, CA
• 07/2025 → 04/2026
  Fidelity Investments
  Woodland Hills, CA
• 03/2024 → 07/2025
  Tamar Securities, Llc
  Woodland Hills, CA
• 07/2023 → 03/2024
  Unemployed
  Thousand Oaks, CA
• 04/2026 → Present
  Tempus Wealth Planning, Llc
  Irvine, CA

Previous Registrations

• 2026-01-23 → 2026-05-13
  Strategic Advisers Llc
  Woodland Hills, CA
  Woodland Hills, CA
  Thousand Oaks, CA
• 2024-03-08 → 2025-07-10
  Tamar Securities, Llc
  Woodland Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-20
• S65 Uniform Investment Adviser Law Examination
  2024-01-10

Other Names

• Bradley Michael Cotner
• Bradley Cotner