Bret Michael Verstegen
Investment adviser representative at LPL Financial LLC
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
7 years in the industry.
- LPL Financial LLCJul 2022 to now
- Vanden Boom Verstegen Wealth ManagementJun 2022 to Oct 2022
- Isthmus Partners, LLCFeb 2019 to May 2022
- RBC Wealth ManagementJun 2018 to Sep 2018
- Champs SportsFeb 2018 to May 2018
- Omni Glass & PaintJun 2017 to Aug 2017
- LPL Financial LLCMay 2017 to Sep 2017
- University of Wisconsin-madisonJun 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6658064
- Firm CRD
- 6413