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RIA / WealthAdvisor24 years in industry

CHRISTIAN MICHAEL BRETZ

Advisor at NEWFRONT RETIREMENT SERVICES, INC.

Oakland, CA | SAN MATEO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWFRONT RETIREMENT SERVICES, INC.
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 5, 2001
First registration: Jun 14, 2002
Dual registered: no
Other names: CHRISTIAN BRETZ
IAPD individual key: 2903250

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWFRONT RETIREMENT SERVICES, INC.	Institutional manager	Dec 3, 2014	n/a	yes	SAN MATEO, CA\|Oakland, CA	Current employment
FINANCIAL TELESIS, INC.	Former SEC adviser	Jul 23, 2012	Dec 1, 2014	no	SAN FRANCISCO, CA\|SAN RAFAEL, CA\|SAN MATEO, CA	Previous registration
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	n/a	Jan 21, 2010	Jul 23, 2012	no	SAN FRANCISCO, CA\|CHARLOTTE, NC	Previous registration
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	n/a	Jun 28, 2005	Dec 31, 2009	no	REDWOOD CITY, CA\|REDWOOD CITY, CA	Previous registration
MMC SECURITIES LLC	Former SEC adviser	Jun 14, 2002	May 20, 2005	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL TELESIS, INC.	NEWFRONT RETIREMENT SERVICES, INC.	Dec 1, 2014	Dec 3, 2014	2	Firm change	Other
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	FINANCIAL TELESIS, INC.	Jul 23, 2012	Jul 23, 2012	0	Firm change	Other
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	Dec 31, 2009	Jan 21, 2010	21	Firm change	Other
MMC SECURITIES LLC	WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.	May 20, 2005	Jun 28, 2005	39	Firm change	Other

Relationships

Registered with (4)

→ NEWFRONT RETIREMENT SERVICES, INC.Registered adviserregistration: current employment
Dec 3, 2014 to presentfactForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jul 23, 2012 to Dec 1, 2014factForm ADV
→ WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jan 21, 2010 to Jul 23, 2012factForm ADV
→ MMC SECURITIES LLCRegistered adviserregistration: previous registration
Jun 14, 2002 to May 20, 2005factForm ADV

Dated events

No dated event names this entity yet.