BS
BS

Brent Wayne Sikes

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$393.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
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Location

6950 Tpc Drive, Suite 110, Mckinney, TX, 75070

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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

Brent is an agent for Heritage Capital Strategies, writing life and long-term care insurance business, dedicating a few hours per week. He is also an affiliated broker with Highland Capital Brokerage, selling long-term care policies, and a passive investor in Ironwill Earthworks LLC.

Employment History
Current Registrations
Fullcircle Wealth LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Triad Advisors LLCBroker
March 2013 - April 2024 · 11 yrs 1 mo
Invest Financial Corporation
August 2010 - March 2013 · 2 yrs 7 mos
Invest Financial CorporationBroker
March 2009 - March 2013 · 4 yrs
Sagepoint Financial, INC.Broker
October 2008 - March 2009 · 5 mos
American General Securities IncorporatedBroker
November 2003 - October 2008 · 4 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
August 2002 - October 2003 · 1 yr 2 mos
Lincoln Financial Advisors Corporation
May 1999 - October 2003 · 4 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
April 1999 - October 2003 · 4 yrs 6 mos
American Express Financial Advisors INC.Broker
October 1998 - October 1998 · 0 mos
Ids Life Insurance CompanyBroker
October 1998 - October 1998 · 0 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.