Brett Charles Hixon
Investment adviser representative at Kirtland Financial Management, Inc.
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$396.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Kirtland Financial Management, Inc.Aug 2005 to now
- Raymond James Financial Services, Inc.Jun 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kirtland Financial Management, Inc.
$396.1MAssets managed
201Clients
1Advisers
22 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
- 4746520
- Firm CRD
- 131138