Brad Cotner has been an investment adviser representative at Tempus Wealth Planning since April 2026, and is not listed among the firm’s executive officers or direct owners. Brad Cotner holds a Master of Business Administration from Pepperdine University. Brad Cotner studied at the University of Colorado.
Tempus Wealth Planning, LLC is an Irvine, CA firm with $699M under management, 683 clients and 9 advisers in one office, as of its March 2026 filing.
Brad Cotner is a Financial Advisor at Tempus Wealth Planning with nine years of experience in the financial services industry. His background includes commercial lending, investment services, and comprehensive financial planning. He specializes in helping clients with retirement planning, Social Security strategies, investment management, and long-term financial decision-making.
Brad Cotner’s longest registration was 1 year at Tamar Securities, LLC (2024–2025). Before joining Tempus Wealth Planning in 2026, Brad Cotner was registered through Strategic Advisers LLC and Tamar Securities, LLC.
- Tempus Wealth Planning, LLCCurrent– present · under a yearIrvine, CA · Adviser representative · Firm CRD 285349
- Strategic Advisers LLC– · under a yearThousand Oaks, CA · Adviser representative · Firm CRD 104555
- Tamar Securities, LLC– · 1 yearWoodland Hills, CA · Adviser representative · Firm CRD 153991
Professional designations
Listed by Tempus Wealth Planning
- National Social Security Advisor (NSSA®)
Investment adviser representative registrations
Brad Cotner is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 2025 |
| Series 7TO | General Securities Representative Examination | 4 November 2025 |
| SIE | Securities Industry Essentials Examination | 12 September 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7885641
- Firm
- Tempus Wealth Planning · CRD 285349
- Office
- 100 SPECTRUM CENTER DRIVE, SUITE 1070, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tempuswp.com
Where does Brad Cotner work?
Brad Cotner is an investment adviser representative registered through Tempus Wealth Planning, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brad Cotner a financial advisor?
Yes. Brad Cotner has a current investment-adviser registration in California, through Tempus Wealth Planning since April 2026.
How many years of experience does Brad Cotner have?
Brad Cotner has 2 years in the financial industry, since July 2024, across 3 adviser firms.
What exams has Brad Cotner passed?
Brad Cotner has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in January 2024.
Where did Brad Cotner work before Tempus Wealth Planning?
Before Tempus Wealth Planning, Brad Cotner was registered through Tamar Securities, LLC, March 2024 to July 2025.
Where is Brad Cotner based?
Brad Cotner’s registered office is in Irvine, CA.
Is Brad Cotner registered with FINRA?
No. Brad Cotner has no current broker registration.
How can I verify Brad Cotner’s record?
Search CRD 7885641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Cotner’s full registration record.
