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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 Topham is a financial advisor with Osaic Wealth, Inc. located in Brookfield, WI. Brett has been in the industry since 2006 and is a CERTIFIED FINANCIAL PLANNER™. Brett works with individuals, businesses, and families to help them reach their financial goals. In addition to his experience with Osaic Wealth, Inc., Brett has also worked at Securities America, Inc. and Raymond James Financial Services, Inc. Brett has a strong commitment to providing excellent client service and helping clients make informed decisions about their financial future.
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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2
WI
06/14/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
07/02/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKFIELD WI)
WI
03/20/2001 - 10/04/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BARABOO WI)
MN
01/20/2000 - 03/06/2001
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
03/04/1998 - 04/28/1998
OFFERMAN & COMPANY (MINNEAPOLIS MN)
MN
04/11/1997 - 07/31/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 07/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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