Brett Sherman, financial advisor Portland OR

Brett Sherman

CRD Number: 1875356
Current Firm: Madrona Wealth Management LLC

Brett Sherman (CRD# 1875356) is an Investment Advisor Representative working at Madrona Wealth Management LLC in Portland, OR and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Madrona Wealth Management LLC Portland, OR Mar 2014 - Current 8
Lucid Advisors, Inc. Seattle, WA Jan 2004 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Brett M. Sherman
Phone Number: (503) 854-4445
Registered State(s):
  • MN
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $222,298
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
Types of Clients
Registered States

MN, OR, TX, WA

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