Brett Andrew Rice
Investment Adviser Representative at Corevision Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett Andrew Rice is an investment adviser representative in Shelbyville, IN, currently registered with Corevision Financial Group and LPL Financial LLC. They have worked in the securities industry since 2018 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
3 states and territories
Indiana, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesOct 2017 – Jul 2018St Louis, MO
- Pridgeon and ClayFeb 2015 – Oct 2017Franklin, IN
- LPL Financial, LLCAug 2018 – no end date reportedShelbyville, IN
- Knauf InsulationAug 2009 – Mar 2021Shelbyville, IN
- CVFG LLC dba coreVISION Financial GroupMay 2023 – no end date reportedShelbyville, IN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corevision Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, customized income strategies, wealth accumulation and preservation, financial planning following a 6-step approach, and online investment management tools including Guided Wealth Portfolios (GWP).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Shelbyville, IN
- SEC file number:
- 801-127739
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
View full firm profileOther advisors at Corevision Financial Group
10 other advisors in the directory
Similar advisors in Shelbyville, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Andrew Rice has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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