Bret Ptack (CRD# 6026477) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lakeland, FL and has over 10 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eric Larson | Lakeland, FL | Aug 2019 - Current | 4 |
| Northwestern Mutual Investment Services LLC | Lakeland, FL | Aug 2019 - Current | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2019 - Current | 4 |
| University Of Tampa | Tampa, FL | Feb 2019 - Current | 5 |
| Michael Paul Armstrong | Orlando, FL | Aug 2020 - Aug 2020 | < 1 |
| Ameriprise Financial | Tampa, FL | Jul 2016 - Feb 2019 | 2 |
| Bank Of America Merrill Lynch | St Petersburg, FL | Feb 2016 - Jul 2016 | < 1 |
| Usaa | Tampa, FL | Feb 2015 - Feb 2016 | 1 |
| Lpl Financial | Tampa, FL | Nov 2013 - Feb 2015 | 1 |
| The Bank Of Tampa | Tampa, FL | Nov 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.