Brian Willet (CRD# 5465552) is an Investment Advisor Representative working at Beyond Tangible Wealth in Bennet, NE and has over 16 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Willet, Llc Dba Beyond Tangible Wealth | Bennet, NE | Mar 2021 - Current | 3 |
| Indian Hills Community Church | Lincoln, NE | Nov 2019 - Current | 4 |
| Waddell & Reed, Inc. | Bennet, NE | Nov 2007 - May 2021 | 13 |
| Willet LLC | Bennet, NE | Apr 2015 - Jun 2020 | 5 |
| Financial Planning Association-nebraska | Omaha, NE | Nov 2017 - Nov 2019 | 2 |
| Indian Hills Community Church | Lincoln, NE | Feb 2016 - Nov 2019 | 3 |
| Fellowship Of Christian Athletes-southeast Ne | Lincoln, NE | Apr 2015 - Dec 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- NE
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$106,195
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NE, TX
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