Brett Spencer (CRD# 6384953) is an Investment Advisor Representative working at Impact Financial in Boston, MA and has 1 year of experience in the finance industry. Brett Spencer 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# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Financial LLC | Chicago, IL | Apr 2020 - Current | 4 |
| Treybourne Wealth Planners, Inc. | Chicago, IL | Feb 2020 - Mar 2021 | 1 |
| Savant Capital Management | Rockford, IL | Oct 2018 - Jan 2020 | 1 |
| D3 Financial Counselors | Downers Grove, IL | Jul 2015 - Sep 2018 | 3 |
| Balasa Dinverno Foltz LLC | Itasca, IL | Jun 2014 - Jun 2015 | 1 |
| Plancorp, LLC | Chesterfield, MO | Jul 2012 - Jun 2014 | 1 |
- IL
- MA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts58ACCOUNTS
-
Average Account Value$72,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
IL, MA
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