Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Wilson is a financial advisor at LPL Financial LLC. Brett has been in the financial services industry since 2011 and has experience working with individuals, families, and businesses. Brett holds the Series 63, Series 65, Series 7 and SIE licenses. Brett is registered to provide investment advice in Kansas and Nebraska.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
07/30/2024 - Present
LPL Financial LLC (Colby KS)
NE
06/04/2020 - 07/29/2024
PURSHE KAPLAN STERLING INVESTMENTS (Lincoln NE)
NE
10/04/2017 - 06/03/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Lincoln NE)
NE
05/26/2016 - 09/20/2017
AMERIPRISE FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
06/05/2013 - 06/10/2016
MORGAN STANLEY (LINCOLN NE)
NE
04/11/2012 - 07/09/2012
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
NE
09/23/2011 - 02/02/2012
PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)
NE
05/20/2011 - 08/09/2011
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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