Brett Thomas Wieser
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCJan 2024 to now
- Citizens Equity First Credit UnionDec 2023 to now
- Eastman Financial and Insurance Services LLCJul 2022 to Dec 2023
- UnemployedFeb 2022 to Jun 2022
- MML Investors Services, LLCAug 2021 to Jan 2022
- Massmutual Life Insurance CompanyApr 2021 to Jan 2022
- Self-employed Commodity TraderOct 2007 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7360719
- Firm CRD
- 6413