Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

1990 W. Elliot Rd, Chandler, AZ, 85224

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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 Investment Advisor Representative with PFG Advisors and a financial advisor at TruWest Credit Union, dedicating nearly all of his time to these roles. He also runs an insurance business through Credit Union Financial Network and is a co-trustee for his father's trust, as well as a basketball referee.

Employment History
Current Registrations
Pfg Advisors
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - November 2025 · 1 yr 5 mos
Securities America, INC.Broker
October 2017 - June 2024 · 6 yrs 8 mos
LPL Financial LLCBroker
October 2009 - October 2017 · 8 yrs
Ameriprise Financial Services, INC.Broker
December 2007 - September 2009 · 1 yr 9 mos
Chase Investment Services CORP.Broker
August 2005 - December 2007 · 2 yrs 4 mos
State Registrations3 states
AZIATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.