Brett Allen Beimers
Investment adviser representative at Money Concepts Advisory Service
24 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Federal Benefits AcademyApr 2025 to now
- Beimers Financial Services LLCFeb 2024 to now
- Money Concepts Capital CorpJan 2021 to now
- Gradient Securities dba Gradient Wealth ManagementDec 2020 to Jan 2021
- O'neill Asset ManagementJul 2020 to Jan 2021
- Lincoln Lake Baptist Youth CampJun 2017 to Jun 2020
- Urban Transformation MinistriesJan 2017 to Nov 2017
- Five Star Real EstateNov 2013 to Sep 2025
- Self EmployedJun 2010 to Oct 2024
- Rockford Public SchoolsAug 2002 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 7283690
- Firm CRD
- 12963