Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Gladden is a financial advisor with LPL Financial LLC. Brett has been a registered representative since January 2013 and has experience in the financial services industry. Brett's previous employment was with CUNA Brokerage Services, Inc. and Edward Jones. Brett is licensed in 14 states, including Indiana, Florida, Georgia, Illinois, Michigan, Nevada, New York, North Carolina, Ohio, Oklahoma, South Carolina, Alabama, Texas and has a Series 7, Series 66, and SIE license. Brett's firm has over $50 billion in assets under management.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
05/18/2022 - Present
LPL Financial LLC (COLUMBUS IN)
IN
03/29/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (COLUMBUS IN)
IN
01/25/2013 - 03/21/2016
EDWARD JONES (GREENWOOD IN)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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