Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Charles Leach is a registered investment advisor representative in Nebraska. Brett has been in the financial services industry since 1998. Brett currently works for Orion Portfolio Solutions, LLC. Before that, Brett was a financial advisor at Portfolio Brokerage Services, Inc. Brett also has experience as a financial advisor at Financial Network Investment Corporation, FSC Securities Corporation, AssetMark Capital Corporation, Provident Distributors, Inc., and Kemper Distributors, Inc. Brett holds FINRA Series 6, 7, 63, 65, and 66 licenses. Brett specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Brett also provides portfolio management for educational savings and ABLE plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
01/24/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IL
04/26/2006 - 02/16/2011
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
02/04/2004 - 03/23/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (CRYSTAL LAKE IL)
GA
07/11/2003 - 10/20/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
06/08/2001 - 07/03/2003
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
PA
05/10/1999 - 04/04/2000
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
IL
03/30/1998 - 04/06/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 01/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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