AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BE

Brett Ellis Walker

Louisiana·CRD #5597189
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
17 yrs
States
3
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BE

Brett Erik Jenson

Alaska·CRD #4048577
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
24
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BE

Brett Ernest Adams

Arizona·CRD #7099864
IA Rep

Investment Adviser Rep at DECISIONPOINT FINANCIAL, LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Fee
AUM / Hourly
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BE

Brett Esselburn

Indiana·CRD #4995550
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
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BE

Brett Everett Cooper

Illinois·CRD #8055141
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BF

Brett F Ewing

Alabama·CRD #2904608
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
28 yrs
States
33
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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BG

Brett Gabriel Baker

Arizona·CRD #4887539
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
2
Exams
9
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BG

Brett Gerard Villaume

California·CRD #4222438
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
6
Exams
9
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
BG

Brett G Ketvertis

Arizona·CRD #4089140
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
16
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BG

Brett Gregory Blackwood

Colorado·CRD #7614241
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
4 yrs
States
5
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BH

Brett Hamilton Bartman

Arizona·CRD #4559721
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
39
Exams
4
Since
2002
Est. fee
AUM / Flat Fee
View profile
BH

Brett Hansen Buckley

Arizona·CRD #7454798
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
5 yrs
States
4
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Brett Harris Barth

New York·CRD #2547806
Dual-registered

Dual-registered at BBR PARTNERS, LLC

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
BH

Brett Harris Weisberg

Arkansas·CRD #7261747
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
15
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Brett H Christensen

Wisconsin·CRD #3180643
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
27 yrs
States
1
Exams
1
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BH

Brett Henry Weir

Wisconsin·CRD #2434075
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Bret Thomas Crowe

Arizona·CRD #7717716
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Fee
AUM / Performance-based / Other
View profile
BT

Bret Thomas Elam

New Jersey·CRD #3258973
Dual-registered

Dual-registered at THRIVE CAPITAL MANAGEMENT, LLC

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Hourly
View profile
BH

Brett Howard Hulse

Alabama·CRD #2720266
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
27
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BH

Brett Howard Kahn

Alabama·CRD #7400651
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
37
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BI

Brett Ian Cassidy

New Jersey·CRD #6790629
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BI

Brett Ian Goldstein

Connecticut·CRD #3104778
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
28 yrs
States
6
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
BI

Brett I Moritz

Arizona·CRD #3122963
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
28 yrs
States
31
Exams
5
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brett Jackson

Michigan·CRD #5475439
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
7
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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