Brett Bidwell, financial advisor Honolulu HI

Brett Bidwell

CRD Number: 4349024
Current Firm: C.m.bidwell & Associates Ltd
Compensation Model: Fee Only

Brett Bidwell (CRD# 4349024) is an Investment Advisor Representative working at C.M. Bidwell & Associates Ltd in Honolulu, HI and has over 7 years of experience in the finance industry. Brett Bidwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
C.m. Bidwell & Associates, Ltd. Honolulu, HI Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Brett C. Bidwell
Phone Number: 808-595-1099
Registered State(s):
  • CA
  • HI
  • TX
  • WA
Current Firm Details
C.m.bidwell & Associates Ltd
Firm's CRD Number: 107449
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $1,370,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, TX, VA, WA

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