Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Lathrup is an Investment Advisor Representative with Creative Money LLC, an investment advisory firm that provides financial planning and educational seminars. Brett is also registered in California, Oregon and Washington. Brett has been in the financial services industry since 2016. Brett holds a Series 7, Series 63 and Series 65 license and the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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WA
06/24/2022 - Present
Creative Money LLC (MOUNTLAKE TERRACE WA)
WA
01/19/2016 - 07/29/2019
LPL FINANCIAL LLC (OLYMPIA WA)
BC
Issued 02/10/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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