Bryan Wisda, financial advisor Scottsdale AZ

Bryan Wisda

CRD Number: 4347213
Current Firm: Almega Wealth Management
Compensation Model: Fee Only

Bryan Wisda (CRD# 4347213) is an Investment Advisor Representative working at Almega Wealth Management, a fee-only Registered Investment Advisor in Scottsdale, AZ and has over 20 years of experience in the finance industry. Bryan Wisda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Almega Wealth Management Scottsdale, AZ Sep 2021 - Current 2
Southport Capital Chattanooga, TN Aug 2021 - Dec 2021 < 1
Self Employed Scottsdale, AZ Apr 2015 - Aug 2021 6
Maricopa County Sheriff's Office Maricopa, AZ Sep 2014 - Aug 2021 6
Southport Capital Chattanooga, TN Apr 2015 - Apr 2016 1
Summit Wealth Management Of Arizona, LLC Carefree, AZ Jul 2012 - Apr 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bryan C. Wisda
Phone Number: 480-770-4700
Registered State(s):
  • AZ
  • FL
  • KY
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $123,494
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, KY, NC, TX, VA

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Data verified by both the advisor and the public regulatory data.

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