Advisors at this firm
Johannes B
Series 65
Chino, CA
Tres Wealth Management Group, LLC
Johannes Bremicker is a Series 65-licensed financial advisor at Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA. He has been involved with LMR Lone Mountain Resources since 2020 and previously worked with Abus USA LLC from 2015 to 2020. Outside of his advisory role, he has experience working with local churches, including Hope Bible Church and The Trinity Church. Tres Wealth Management Group is a single-advisor firm serving individuals, high-net-worth clients, and select corporate entities with portfolio management and pension planning. The firm’s investment approach is tailored to each client’s Investment Policy Statement and risk tolerance, utilizing a combination of fundamental, technical, and cyclical analysis to guide asset allocation and trading decisions.
Robert K
Series 63, Series 65
Chino, CA
Tres Wealth Management Group, LLC
Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.