Brian Richard Tinker
Investment adviser representative at Ascentis Independent Advisors, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to now
- Warner PacificMay 2004 to now
- Brian TinkerOct 2002 to now
- Org PartnersJul 2021 to Jan 2026
- Wealthshield Partners dba Tinker CapitalSep 2020 to Jul 2021
- Bridge AdvisoryJul 2019 to Sep 2020
- United Planners' Financial ServicesAug 2009 to Dec 2018
- Penniall & Associates, Inc.Jun 2006 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 4195989
- Firm CRD
- 322879