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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Mongeau is a financial advisor with Creative Planning, a firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Brett has over 7 years of experience in the financial services industry and holds the Series 63, 66 and 7 securities licenses, as well as the SIE exam. Brett is also a Certified Financial Planner. Brett has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service to each client.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
KS
01/30/2024 - Present
Creative Planning (OVERLAND PARK KS)
MA
11/02/2016 - 07/23/2020
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
11/19/2015 - 11/16/2016
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MD
08/19/2015 - 11/06/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 10/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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