Bret Edensword, financial advisor Tukwila WA

Bret Edensword

CRD Number: 6172778
Current Firm: Lpl Financial LLC

Bret Edensword (CRD# 6172778) is an Investment Advisor Representative working at Lpl Financial LLC in Tukwila, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Allen Abbott, financial advisor Tukwila WA
Allen L. Abbott
CRD# 2538997
Royal Alliance Associates, Inc.
Similar Advisors
Marco Abbruzzese, financial advisor Tukwila WA
Marco A. Abbruzzese
CRD# 4382801
Wells Fargo Clearing Services, LLC
Similar Advisors
Nina Abelman, financial advisor Tukwila WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lpl Financial LLC Tukwilla, WA Jul 2018 - Current 3
Boeing Employee Credit Union Tukwila, WA Jul 2018 - Current 3
Edward Jones St Louis, MO Mar 2013 - Jul 2018 5
Genworth Financial Tacoma, WA Jan 2012 - Mar 2013 1
Self Employed 1099 Contractor Tacoma, WA Mar 2008 - Jan 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
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.

Get Details on the FINRA Advisor Check site
Contact Info for Bret P. Edensword
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from Bret Edensword and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.