BC
BC

Brett Thomas Ciarlo

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

4135 NW Urbandale Dr, Urbandale, IA, 50322

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brett works as a real estate salesperson for Brown Harris Stevens, dedicating a few hours per week. He is also a District Sales Manager for American Senior Benefits, focusing on insurance planning including Medicare, life insurance, annuities, and long-term care, which takes about a quarter of his time.

Employment History
Current Registrations
D.H. Hill Securities, LllpBroker
November 2025 - Present · 3 mos
Belpointe Asset Management LLC
September 2025 - Present · 5 mos
Previous Registrations
Integrity Alliance, LLC
September 2022 - September 2025 · 3 yrs
Integrity Alliance, LLC.Broker
September 2022 - September 2025 · 3 yrs
Capital Analysts
April 2015 - September 2022 · 7 yrs 5 mos
Lincoln Investment
August 2010 - September 2022 · 12 yrs 1 mo
Lincoln InvestmentBroker
August 2010 - September 2022 · 12 yrs 1 mo
Great American Advisors, INC.
September 2009 - August 2010 · 11 mos
Great American Advisors, INC.Broker
September 2009 - August 2010 · 11 mos
AXA Advisors, LLC
April 2007 - October 2009 · 2 yrs 6 mos
AXA Advisors, LLCBroker
March 2007 - October 2009 · 2 yrs 7 mos
State Registrations6 states
CTFLMANCNYOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brett Thomas Ciarlo - Financial Advisor | TrueAdvisor