Brett J Heniss
Investment adviser representative at Financial & Tax Architects, LLC
13 yearsExperience
1 stateRegistered in
$506.2MFirm assets
7 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
- Seminars and workshops
Experience
13 years in the industry.
- Financial & Tax Architects, LLCJun 2025 to now
- Power Home RemodelingJan 2024 to May 2025
- Penny Mustard FurnishingsJul 2023 to Jan 2024
- Northwestern MutualAug 2022 to Jun 2023
- Raymour & FlanaganDec 2018 to Mar 2023
- Not ApplicableJul 2018 to Nov 2018
- AmazonJun 2017 to Jun 2018
- The Mfc GroupJun 2017 to Jan 2018
- Montclair State UniversitySep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 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
- 7601737
- Firm CRD
- 119169