Bryan R Byrd
Investment adviser representative at Discipline Wealth Solutions, Inc.
10 yearsExperience
1 stateRegistered in
$746.7MFirm assets
5 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Discipline Wealth Solutions, Inc.Oct 2024 to now
- Cpr Financial GroupJan 2016 to Oct 2024
- Cpr Investments Inc.Jan 2016 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NM).
Discipline Wealth Solutions, Inc.
$746.7MAssets managed
1,946Clients
19Advisers
5 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
- 5728790
- Firm CRD
- 315846