Brett Weir
Brett Weir is a registered investment advisor at First Heartland Consultants, INC., based in West Bend, WI, with 16 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
2375 West Washington Ave, Suite 2, West Bend, WI, 53095
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brett is a Washington County Delegate for the Wisconsin Conservation Congress and a volunteer advisory committee member to the Wisconsin Department of Natural Resources, dedicating minimal time. He is also an IAR with First Heartland Consultants and the owner of BH Weir Financial, marketing insurance and investments.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.