Brett Jerome Maloney
Investment adviser representative at Focus Financial
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.8BFirm 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 feeOther
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
11 years in the industry.
- Osaic Wealth, Inc.Feb 2019 to now
- Focus FinancialSep 2018 to now
- AagardMar 2018 to Aug 2018
- UnemployedJan 2018 to Mar 2018
- United States Air ForceMar 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 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
- 7011768
- Firm CRD
- 116140