Hermosa Beach, CA
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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 →Brett is the owner and financial advisor/principal at Strategic Wealth Endeavor, Inc., spending nearly full-time managing a retirement business. Brett also owns multiple rental properties and buys/sells model trains, but these activities are not investment-related.