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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 Tomlinson is an Investment Advisor Representative associated with Edgerock Wealth Management. Brett has been in the financial services industry for 17 years and has a background in providing comprehensive financial planning services. Brett is a Certified Financial Planner (CFP®) professional and holds Series 6, 7, 63 and 66 securities registrations. Previously, Brett worked at Sagepoint Financial, Inc., Fidelity Brokerage Services LLC, Jackson National Life Distributors LLC, and Guggenheim Funds Distributors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CO
02/06/2024 - Present
Edgerock Wealth Management (DENVER CO)
CA
05/28/2020 - 01/09/2024
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
10/04/2016 - 05/19/2020
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
IL
07/09/2015 - 07/18/2016
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
CO
07/14/2011 - 06/12/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
07/16/2007 - 07/20/2011
CHASE INVESTMENT SERVICES CORP. (AURORA CO)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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