Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Thomas Guendel is a financial advisor at Mariner Wealth. Brett has been in the financial services industry since 2014. Brett is registered with Securities America, Inc., Waddell & Reed, and Mariner Wealth. Brett has a Series 66, Series 7, and SIE license. Brett is also a Certified Financial Planner. Brett specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Brett has experience working with high-net-worth individuals, families, and businesses. Brett has a passion for 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.
Family office services
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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IL
03/18/2020 - Present
Mariner Wealth (Oakbrook Terrace IL)
IL
11/10/2017 - 03/13/2020
SECURITIES AMERICA, INC. (RIVERWOODS IL)
WI
05/01/2014 - 11/08/2017
WADDELL & REED (WAUKESHA WI)
BOTH
Issued 07/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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