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Brent Peter Williams

Investment adviser representative at Tschetter Group
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.4BFirm 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
  • Pension consulting

Experience

13 years in the industry.

  1. Tschetter GroupJun 2025 to now
  2. Principal Financial GroupMar 2021 to May 2025
  3. D.A. Davidson & Co.Jan 2013 to Feb 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 1 state (WA).

Tschetter Group

Legal name: Ddd Partners, LLC

$2.4BAssets managed
517Clients
15Advisers
7 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
5977269
Firm CRD
301548
Advisor's SEC record (opens in a new tab)
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