Brett Fingerhut (CRD# 5129055) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coconut Grove, FL and has over 17 years of experience in the finance industry. Brett Fingerhut 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Coconut Grove, FL | Oct 2021 - Current | 2 |
| Wealth Enhancement Advisory Services | Coconut Grove, FL | Oct 2021 - Current | 2 |
| Investor Solutions | Coconut Grove, FL | Jul 2012 - Oct 2021 | 9 |
| Investor Solutions | Coconut Grove, FL | Jul 2011 - Oct 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- FL
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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