Brian Joseph Lockett
Investment adviser representative at Comprehensive Wealth Management
24 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$338.4MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Independent Finacial Group LLCNov 2013 to now
- Comprehensive Wealth Management, LLCJan 2002 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, ID, OR, WA).
Comprehensive Wealth Management
Legal name: Comprehensive Wealth Management, LLC
$338.4MAssets managed
389Clients
6Advisers
18 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
- 4573162
- Firm CRD
- 116958