Brent Lemieux, financial advisor Overland Park KS
93 score

Brent Lemieux

CRD Number: 6147159
Current Firm: Windward Private Wealth Management Inc.

Brent Lemieux (CRD# 6147159) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Windward Private Wealth Management Inc. Overland Park, KS Jun 2012 - Current 6
University Of Kansas Lawrence, KS Aug 2011 - May 2012 < 1
Bkd, LLP Kansas City, MO Jan 2012 - Apr 2012 < 1
Tosa Medical Overland Park, KS May 2009 - Jan 2012 2
University Of Kansas School Of Business Lawrence, KS Jan 2010 - Dec 2011 1
University Of Kansas Lawrence, KS Aug 2007 - May 2011 3
Jose Peppers Overland Park, KS May 2008 - Dec 2008 < 1
Queen's Price Chopper Overland Park, KS May 2005 - May 2008 3
Blue Valley West High School Stilwell, KS Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Brent W. Lemieux
Phone Number: 913-381-7411
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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