Brian D. Ismert
Investment adviser representative at Equity Wealth Partners, LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$258.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Equity Wealth Partners, LLCMay 2026 to now
- Northwestern Mutual Wealth Management CompanyApr 2011 to May 2026
- Northwestern Mutual Investment Services, Inc..Jan 2000 to May 2026
- Northwestern Mutual Life Ins. CoJan 2000 to May 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (KS).
Equity Wealth Partners, LLC
$258.6MAssets managed
939Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4330071
- Firm CRD
- 317224