Barret L Kolle
Investment adviser representative at Avid Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$298.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Avid Wealth Partners, LLCNov 2022 to now
- Gwm Advisors, LLCJul 2020 to Nov 2022
- New Edge Advisors, LLCJul 2020 to Nov 2022
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jul 2020
- Northwestern Mutual Investment Services LLCNov 2012 to Jul 2020
- Northwestern Mutual Life Insurance CompanyNov 2012 to Jul 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avid Wealth Partners, LLC
$298.5MAssets managed
246Clients
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
- 6129422
- Firm CRD
- 323124