Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Pophal is an investment advisor representative associated with Creative Planning, LLC, a firm headquartered in Overland Park, Kansas. Brett has been in the industry since 2018 and holds a Series 65 license, qualifying Brett to provide investment advice in Wisconsin. Brett has held previous positions with WIPFLI Financial Advisors, LLC and Coyote Grill. Brett’s areas of specialization include retirement planning, college savings, estate planning, insurance planning, and tax planning. Brett is passionate about 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.
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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WI
10/04/2022 - Present
Creative Planning (Madison WI)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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