Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Henry Weir is a financial advisor registered with the state of Wisconsin and is currently employed at First Heartland Consultants, Inc. Brett has been in the financial services industry since August 14, 2009. Brett works with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations to provide financial planning and investment advice. Brett has a strong commitment to serving the needs of his clients.
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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WI
10/11/2016 - Present
First Heartland Consultants, Inc. (WEST BEND WI)
MA
10/19/1994 - 06/20/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/19/1994 - 06/20/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MN
01/26/1994 - 08/09/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1994 - 08/09/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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