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Brett Henry Weir

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
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Location

2375 West Washington Ave, Suite 2, West Bend, WI, 53095

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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 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.
October 2016 - Present · 9 yrs 4 mos
First Heartland Capital, INC.Broker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
John Hancock Distributors, INC.Broker
October 1994 - June 1996 · 1 yr 8 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1994 - June 1996 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
January 1994 - August 1994 · 7 mos
Ids Life Insurance CompanyBroker
January 1994 - August 1994 · 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.