Financial advisor
Bryan Adam Rentschler
At Savant Wealth Management · Oklahoma City, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Exencial Wealth Advisors | Exencial | Savant Wealth Management | Acquisition | March 30, 2026 | $6.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 9, 2026 | Current |
| EXENCIAL WEALTH ADVISORS | Investment adviser | June 23, 2022 | April 30, 2026 |
| PRUDENTIAL FINANCIAL PLANNING SERVICES | Investment adviser | July 11, 2019 | June 15, 2022 |
| PRUCO SECURITIES, LLC. | Broker-dealer | July 11, 2019 | June 15, 2022 |
| EDWARD JONES | Investment adviser | April 10, 2018 | May 9, 2019 |
| EDWARD JONES | Broker-dealer | March 7, 2018 | May 9, 2019 |
| PFS INVESTMENTS INC. | Broker-dealer | May 21, 2007 | October 24, 2008 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.