Brett Beimers (CRD# 7283690) is an Investment Advisor Representative working at Money Concepts Advisory Service in Grand Rapids, MI and has over 3 years of experience in the finance industry.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jan 2021 - Current | 3 |
| Five Star Real Estate | Grand Rapids, MI | Nov 2013 - Current | 10 |
| Self Employed | Grand Rapids, MI | Jun 2010 - Current | 13 |
| Gradient Securities Dba Gradient Wealth Management | Arden Hills, MN | Dec 2020 - Jan 2021 | < 1 |
| O'neill Asset Management | Grand Rapids, MI | Jul 2020 - Jan 2021 | < 1 |
| Lincoln Lake Baptist Youth Camp | Gowen, MI | Jun 2017 - Jun 2020 | 3 |
| Rockford Public Schools | Rockford, MI | Aug 2002 - Nov 2019 | 17 |
| Urban Transformation Ministries | Grand Rapids, MI | Jan 2017 - Nov 2017 | < 1 |
| Forest Hills Public Schools | Grand Rapids, MI | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- MI
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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