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Brett J. Redd

1 Year of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
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Location

Springville, UT

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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 Activities

Brett is a member of Blue Bison Capital, LLC involved in multi-family real estate investments, a managing partner at Privi, LLC providing family office advisory services, and a managing partner at DSPro, LLC. He also operates Pinkerton Wealth Management as a DBA for advisory services.

Employment History
Current Registrations
Pinkerton Wealth Partners
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.