BD
BD

Brett Adam Dusch

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

200 Pinewood Lane, Suite 204, Warrendale, PA, 15086

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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 works as a financial advisor and registered representative, dedicating full-time hours to each role. He also works as an insurance agent, spending a few hours per week on insurance sales.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2021 - Present · 4 yrs 5 mos
Hbks Wealth Advisors
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Mdt Advisers, a Division of Federated Mdta LLC
September 2016 - August 2021 · 4 yrs 11 mos
Federated Securities CORP.
September 2016 - August 2021 · 4 yrs 11 mos
Federated Investment Counseling
September 2016 - August 2021 · 4 yrs 11 mos
Federated Securities CORP.Broker
July 2016 - August 2021 · 5 yrs 1 mo
State Registrations4 states
COOHPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brett Adam Dusch - Financial Advisor | TrueAdvisor