Brett
Brownfield
Waverly Advisors, LLC
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About this Advisor
Brett Brownfield is a financial advisor based in Colorado Springs, Colorado, working with Waverly Advisors, LLC. Brett has previously held positions at Rainsberger Wealth Advisors, Cosmos Corporation, Missouri State University, Living Word Christian High School, and Waverly Advisors, LLC. Brett has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Brett is part of Waverly Advisors, LLC, which operates out of Colorado Springs, Colorado. The firm has 18 offices and 153 employees. The firm manages assets totaling $11.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$11,379,745,311
153
15,983
$711,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brett Brownfield Work History
Waverly Advisors, LLC
Rainsberger Wealth Advisors
Cosmos Corporation
Cosmos Corporation
Missouri State University
Living Word Christian High School
Disclosures
Please visit the SEC profile of Brett Brownfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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