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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 Landstrom is an investment advisor representative currently registered with Mercer Global Advisors Inc., based in Denver, Colorado. Brett is a CERTIFIED FINANCIAL PLANNER™ professional, and a CHARTERED FINANCIAL CONSULTANT. He is also registered as an investment advisor representative in Colorado, Iowa, Kansas, Missouri and Nebraska. Brett has been in the financial services industry since 2009 and has experience with a wide range of investment products and services. Brett has a proven track record of helping clients achieve their financial goals.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
10/21/2016 - Present
Mercer Global Advisors Inc. (DENVER CO)
MO
05/03/2016 - 10/19/2016
ICMA-RC SERVICES, LLC (KANSAS CITY MO)
NE
01/01/2010 - 04/12/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2010
Series 4 - Registered Options Principal Examination
BC
Issued 05/07/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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