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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 Greenspan is an Investment Advisor Representative at Cresset Asset Management, LLC. Brett has been a Registered Representative in the financial services industry since July 2012. Before joining Cresset Asset Management, Brett worked at Morningstar Investment Services LLC, Fidelity Brokerage Services LLC and Morgan Stanley. Brett is a CERTIFIED FINANCIAL PLANNER™ professional. Brett is registered in Illinois.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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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IL
07/07/2022 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
06/22/2020 - 07/18/2022
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
07/09/2019 - 04/16/2020
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
IL
07/20/2016 - 05/31/2019
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
10/05/2012 - 06/21/2016
MORGAN STANLEY (GLENVIEW IL)
DC
07/25/2012 - 09/06/2012
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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