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Brian Kennedy Sauter

Investment adviser representative at Pure Financial Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Pure Financial Advisors, LLCApr 2009 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Pure Financial Advisors, LLC

$11.1BAssets managed
7,509Clients
87Advisers
17 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
5398671
Firm CRD
144316
Advisor's SEC record (opens in a new tab)
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