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Brett Michael Sherman

Madrona Wealth Management LLC

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About Brett Michael Sherman

Brett Michael Sherman is an investment advisor representative with Madrona Wealth Management LLC. Brett has been in the industry for over 20 years and holds a Series 7, 63, and 65 license. Brett is registered with the states of Minnesota, Oregon, Texas, and Washington. Prior to joining Madrona Wealth Management LLC, Brett held positions at Lucid Advisors, Inc., Crown Capital Securities, L.P., Allen C. Ewing & Co., Miller Johnson Steichen Kinnard, Inc., John G. Kinnard and Company, Incorporated, Forum Financial Services, Inc., and Piper Jaffray Inc. Brett is also a City Council Member for the City of Happy Valley, Oregon.

Firm Information

Brett Sherman is currently registered with Madrona Wealth Management LLC. Madrona Wealth Management LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals. As of 2022, the firm managed approximately $60.98 million in assets for 303 accounts.

$60.98M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Sherman’s Registration & Firm History

OR

11/01/2016 - Present

Madrona Wealth Management LLC (PORTLAND OR)

CA

04/06/2004 - 12/31/2005

CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)

FL

01/28/2003 - 04/22/2004

ALLEN C. EWING & CO. (JACKSONVILLE FL)

MN

01/01/2001 - 04/15/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

02/18/1999 - 01/01/2001

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

ME

11/30/1998 - 02/23/1999

FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)

MN

03/29/1996 - 12/17/1996

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Michael Sherman.
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