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Brian Wakefield

Mutual Trust Asset Mgmt., Inc.

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About Brian Wakefield

Brian Wakefield is a registered representative with Mutual Trust Asset Mgmt., Inc. Brian has been in the industry since January 2019. Brian has a Series 7TO and SIE license. Brian also holds a Series 66 license. Brian is registered to offer investment advice in Florida, Georgia, Massachusetts, and North Carolina. Brian is currently licensed to offer investment advice in Florida. Brian specializes in financial planning and wealth management. Brian is also a tax preparer and offers estate planning services. Brian has been recognized as a leader in the industry and has been featured in numerous publications. Brian is committed to providing his clients with the highest level of service and expertise. Brian is dedicated to helping clients achieve their financial goals.

Firm Information

Brian Wakefield is currently registered with Mutual Trust Asset Mgmt., Inc.. Mutual Trust Asset Mgmt., Inc. is a registered investment advisor based in Tampa, FL. The firm provides financial planning, portfolio management for individuals, and selection of other advisers. They manage approximately $241,372,086 in assets for 1,915 clients, including 854 individuals and 31 high-net-worth individuals.
Mutual Trust Asset Mgmt., Inc.

2701 N. ROCKY POINT DRIVE, SUITE 1000

TAMPA, FL 33607

$241.37M

Assets Under Management

51

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate & financial planning

Estate & financial planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning & advisory

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Brian Wakefield’s Registration & Firm History

FL

12/06/2024 - Present

Mutual Trust Asset Mgmt., Inc. (Ocala FL)

FL

01/28/2019 - 01/16/2024

EDWARD JONES (OCALA FL)

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Licenses & Designations

BOTH

Issued 02/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Wakefield.
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