Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Johnson is a financial advisor at Captrust, located in Salt Lake City, Utah. Brett has been working in the financial industry since 2003 and holds the Series 66, SIE, and Series 7 licenses. Brett specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Brett also has experience in portfolio management for pooled investment vehicles and selection of other advisors. Brett is also the manager and bookkeeper of Star J Investments, LLC, a rental property management company.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
02/01/2018 - Present
Captrust (Salt Lake City UT)
UT
06/14/2010 - 12/31/2017
KCG SECURITIES, LLC (DRAPER UT)
OR
02/12/2010 - 06/11/2010
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
UT
01/06/2006 - 06/11/2009
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
OR
02/18/2005 - 01/24/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IN
03/19/2003 - 01/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/19/2003 - 01/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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