Brett Billenstein, financial advisor Phoenix AZ
89 score

Brett Billenstein

CRD Number: 6209159
Current Firm: Usaa Financial Planning Services

Brett Billenstein (CRD# 6209159) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors, Inc. Phoenix, AZ Aug 2014 - Current 2
Usaa Financial Planning Services Phoenix, AZ Aug 2014 - Current 2
J.p. Morgan Securities LLC Naperville, IL Jul 2013 - Aug 2014 1
Jpmorgan Chase Bank Na Naperville, IL Jul 2013 - Aug 2014 1
Unemployed Dekalb, IL May 2013 - Jul 2013 < 1
Northern Illinois University Dekalb, IL Aug 2010 - May 2013 2
Best Buy Oswego, IL Apr 2010 - Dec 2010 < 1
United States Air Force Mcguire, NJ Sep 2005 - Mar 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Brett R. Billenstein
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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