Brett Stephen Chipser
Investment adviser representative at Chipser Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
$140MFirm assets
2 yearsFirm in business
Are you Brett Stephen Chipser? Claim your profile
Contact this firm
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
13 years in the industry.
- Chipser Wealth Management, LLCJan 2020 to now
- Wells Fargo Advisors Financial Network, LLCNov 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Chipser Wealth Management, LLC
$140MAssets managed
107Clients
3Advisers
2 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
- 4861316
- Firm CRD
- 306396