Brett Michael Maggard
Investment adviser representative at Singer Wealth Advisors LLC
7 yearsExperience
1 stateRegistered in
$910.6MFirm assets
4 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Singer Wealth Advisors, LLCDec 2022 to now
- Maggard Wealth ManagementAug 2018 to now
- Brokers International Financial ServicesJan 2022 to Dec 2022
- Prime Capital Investment Advisors, LLCOct 2020 to Oct 2021
- Bankers Life SecuritiesJun 2018 to Oct 2020
- Bankers Life & CasualtyAug 2016 to Oct 2020
- Angelo State UniversityAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Singer Wealth Advisors LLC
$910.6MAssets managed
953Clients
24Advisers
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
- 6971971
- Firm CRD
- 317218