Brian Rezny, financial advisor Fort Myers FL

Brian Rezny

CRD Number: 1799205
Current Firm: Rezny Wealth Management, Inc.

Brian Rezny (CRD# 1799205) is an Investment Advisor Representative working at Rezny Wealth Management, Inc. in Fort Myers, FL and has over 32 years of experience in the finance industry. Brian Rezny 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rezny Wealth Management, Inc. Naperville, IL Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Sep 1992
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 Brian C. Rezny
Phone Number: 800-618-8577
Registered State(s):
  • FL
  • IL
  • LA
By the Numbers
  • Total Assets Under Management
    347
    MILLIONS
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $481,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, LA

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