Brielle Renae Parkinson
Investment adviser representative at Wealthspire Retirement Advisory
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$38.6BFirm 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
- Pension consulting
Experience
13 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Nov 2023 to Oct 2025
- Divergent Wealth Advisors, LLCJun 2021 to Aug 2024
- Byu Print and MailJul 2020 to Jul 2021
- The Cookie RackMar 2020 to Jun 2020
- Brigham Young UniversityJun 2017 to Apr 2022
- Community MattersJun 2016 to Jul 2017
- Wakeland High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 7565573
- Firm CRD
- 121254