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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Learnvest Planning Services, LLC. 4 years, 6 months Sep 2012 - Present
Learnvest Planning Services, LLC 1 year, 5 months Sep 2012 - Feb 2014
Placemark Investments, Inc. 1 year, 2 months Nov 2011 - Jan 2013
Thrivent Financial for Lutherans 1 year Nov 2010 - Nov 2011
Thrivent Investment Management Inc 1 year Nov 2010 - Nov 2011
Elite Financial Management 11 months Nov 2009 - Oct 2010
LPL Financial LLC 1 year Oct 2009 - Oct 2010
Global Wealth Advisors 9 months Jan 2009 - Oct 2009
Commonwealth Financial Network 9 months Jan 2009 - Oct 2009
Raymond James Financial Services, Inc. 1 year, 7 months Jun 2007 - Jan 2009
Quest Capital Management 1 year, 8 months May 2007 - Jan 2009
Mml Investors Services, Inc 4 months Jan 2007 - May 2007
Massmutual 5 months Dec 2006 - May 2007
Lincoln Financial Advisors 8 months Apr 2006 - Dec 2006

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Katie Brewer

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 12, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 2, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Your Richest Life

Last updated on March 30, 2016
    • $564.9K
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3
      Accounts
    • $188.3K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements