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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+)
BL

Brett Larry Winkelman

Arizona·CRD #7131547
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
26
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
BL

Brett Lee Agnew

Iowa·CRD #3211821
Dual-registered

Dual-registered at BEACON CAPITAL MANAGEMENT, INC.

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM
Minimum
$25k
View profile
BL

Brett Lee Crouse

Tennessee·CRD #7856268
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Brett Lee Luther

Tennessee·CRD #5176894
Dual-registered

Dual-registered at CYPRESS CAPITAL, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Fee
AUM / Hourly / Flat Fee / Subscription
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BL

Brett Leonidas Vance

Arizona·CRD #5040399
Dual-registered

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

Experience
21 yrs
States
20
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brett Macko

South Carolina·CRD #8279740
Dual-registered

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

States
1
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brett Marek

Alabama·CRD #4258292
Dual-registered

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

Experience
21 yrs
States
43
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brett Matthew Bollaert

Michigan·CRD #7454262
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brett Matthew Hains

Alabama·CRD #5236154
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
10
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Brett Mayne

Alabama·CRD #6798039
Dual-registered

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

Experience
7 yrs
States
38
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brett Michael Badalucco

Nebraska·CRD #4422071
Dual-registered

Dual-registered at FIRST NATIONAL ADVISERS, LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM
View profile
BM

Brett Michael Brownfield

Colorado·CRD #7651221
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BM

Brett Michael Dankowski

Arkansas·CRD #6728248
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
8
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Brett Michael Frum

Alabama·CRD #2175253
Dual-registered

Dual-registered at KCD FINANCIAL, INC.

Experience
22 yrs
States
5
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
BM

Brett Michael Heuertz

Alaska·CRD #7242057
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
15
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brett Michael Pendleton

Alabama·CRD #5842915
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
14 yrs
States
34
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BM

Brett Michael Rosenblatt

Connecticut·CRD #4728872
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
5
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brett Michael Scharf

Alaska·CRD #6212870
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
13 yrs
States
27
Exams
3
Since
2013
Est. fee
AUM / Flat Fee
View profile
BM

Brett Michael Shaver Mr.

Texas·CRD #4575305
Dual-registered

Dual-registered at PRINCETON GLOBAL ASSET MANAGEMENT LLC

Experience
18 yrs
States
1
Exams
2
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BM

Brett Michael Wilson

Alabama·CRD #5763465
Dual-registered

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

Experience
16 yrs
States
34
Exams
6
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brett Michael Woods

Alaska·CRD #4677423
Dual-registered

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

Experience
22 yrs
States
41
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brett Michelle Hamilton

Florida·CRD #4725346
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
22 yrs
States
5
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brett Mitchell Sause

Alabama·CRD #3275164
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
20 yrs
States
23
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brett Mitchell Stagnitti

Arizona·CRD #6374611
Dual-registered

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

Experience
12 yrs
States
21
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
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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