Brian Harlan Waldner
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$45.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLCJan 2024 to now
- UnemployedMar 2023 to Jan 2024
- Kahler Financial Group, Inc.Oct 2021 to Mar 2023
- UnemployedJan 2021 to Sep 2021
- Clarfeld Financial Advisors, LLCDec 2018 to Dec 2020
- UnemployedMay 2018 to Dec 2018
- Natixis Investment ManagersApr 2017 to Apr 2018
- UnemployedOct 2016 to Mar 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2747096
- Firm CRD
- 111147