Christopher Brettner, financial advisor Safety Harbor FL
44 score

Christopher Brettner

CRD Number: 1256267
Current Firm: Jeffrey Matthews Wealth Management, LLC

Christopher Brettner (CRD# 1256267) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 25 years of experience in the finance industry. Christopher Brettner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Jeffrey Matthews Financial Group LLC Florham Park, NJ Aug 2015 - Current 1
Self-employed Attorney Largo, FL Dec 2012 - Current 4
Core Capital Investments Southfield, MI Dec 2014 - Aug 2015 < 1
Walnut Street Securities Inc. St Louis, MO Sep 2001 - Dec 2012 11
Pfg Financial Advisors Network Largo, FL Dec 1987 - Dec 2012 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Christopher S. Brettner
Phone Number: 888-467-3636
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $543,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, DC, FL, GA, NC, NJ, NY, SC, TX, WI

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BADGES
44

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