Bryan Reinhard has been Managing Member, Chief Compliance Officer of Omega Financial Group since June 2012, is a control person of the firm and directly owns between 10% and 25% of it. Bryan Reinhard holds a Bachelor's degree from Westmont College and a Master's degree from St. John's College.
Omega Financial Group, LLC is a Santa Barbara, CA firm with $552M under management, 324 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Bryan W. Reinhard is Co-Founder, Director and Chief Compliance Officer of Omega Financial Group. He began his career in financial services in 1999, working with private clients at Morgan Stanley Dean Witter. In 2003 he joined Dylan Minor's wealth management team at Wachovia Securities, LLC, and he later co-founded Omega Financial Group with Minor. Earlier he worked in operations for Bank of America and taught history.
Bryan Reinhard’s longest registration is the current one, 14 years at Omega Financial Group since 2012. Before joining Omega Financial Group in 2012, Bryan Reinhard was registered through Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC.
- Argos Global Advisors, LLCAlso current– present · 7 yearsSanta Barbara, CA · Adviser representative · Firm CRD 287672
- Omega Financial Group, LLCCurrent– present · 14 yearsSanta Barbara, CA · Adviser representative · Firm CRD 164147
- Wells Fargo Advisors Financial Network, LLC– · 2 yearsSanta Barbara, CA · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors, LLC– · 6 yearsSanta Barbara, CA · Adviser representative · Firm CRD 19616
- Prudential Securities Incorporated– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 7471
- Morgan Stanley– · 3 yearsSanta Barbara, CA · Adviser representative · Firm CRD 7556
Professional designations
Listed by Omega Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Investment adviser representative registrations
Bryan Reinhard is registered as an investment adviser representative in 3 states. The first approvals date from June 2012; the most recent is Nevada, in June 2026.
- CaliforniaSince 1 June 2012
- NevadaSince 5 June 2026
- TexasSince 17 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 1 June 2010 |
| Series 31 | Futures Managed Funds Examination | 26 August 1999 |
| Series 66 | Uniform Combined State Law Examination | 19 August 1999 |
| Series 7 | General Securities Representative Examination | 12 August 1999 |
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan William Reinhard
- CRD
- 3257820
- Firm
- Omega Financial Group · CRD 164147
- Role
- Managing Member, Chief Compliance Officer
- Office
- 812 ANACAPA STREET, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omegafingroup.com
Where does Bryan Reinhard work?
Bryan Reinhard has been Managing Member, Chief Compliance Officer of Omega Financial Group, LLC since June 2012, and is a control person of the firm.
Is Bryan Reinhard a financial advisor?
Yes. Bryan Reinhard has a current investment-adviser registration in California, Nevada and Texas, through Omega Financial Group since June 2012.
How many years of experience does Bryan Reinhard have?
Bryan Reinhard has 26 years in the financial industry, since December 1999, across 6 adviser firms.
What exams has Bryan Reinhard passed?
Bryan Reinhard has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 7, was passed in August 1999.
Where did Bryan Reinhard work before Omega Financial Group?
Before Omega Financial Group, Bryan Reinhard was registered through Wells Fargo Advisors, LLC, July 2003 to February 2010; Prudential Securities Incorporated, June 2003 to July 2003; Morgan Stanley, December 1999 to May 2003.
Where is Bryan Reinhard based?
Bryan Reinhard’s registered office is in Santa Barbara, CA.
Is Bryan Reinhard registered with FINRA?
No. Bryan Reinhard has no current broker registration.
Is Bryan Reinhard a CFP?
Omega Financial Group lists Bryan Reinhard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bryan Reinhard’s record?
Search CRD 3257820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Reinhard’s full registration record.
