Bryan Jeffrey Kreitzberg
Investment adviser representative at True Link Financial Advisors
14 yearsExperience
2 statesRegistered in
CFADesignation
$1.9BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- True Link Financial AdvisorsFeb 2022 to now
- Bok Financial Securities, Inc.Oct 2013 to Feb 2022
- BOKF, NAJul 2012 to Feb 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
True Link Financial Advisors
Legal name: True Link Financial Advisors, LLC
$1.9BAssets managed
1,461Clients
6Advisers
7 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
- 4413132
- Firm CRD
- 281870