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About this Advisor
Brenton Thai is a certified financial planner working out of Orlando, Florida, who has been in the financial industry for 11 years. Thai works at Collaborative Wealth. Thai has gained experience at Johvannah Nursery Inc, Ibis Financial Group, Securian Financial Services, Minnesota Life Insurance Company, Evershore Financial Group, Collaborative Wealth Mgmt and Lpl Financial LLC. Thai holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Collaborative Wealth is a financial advisory business based in Orlando, Florida. It has offices in four locations and a total of 15 employees. It manages $185 million in total assets between its 1,065 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,065 accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Collaborative Wealth offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on the type of financial services offered. Fees billed by Collaborative Wealth can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Collaborative Wealth Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brenton Thai Work History
Brenton has 11 years of experience.
Collaborative Wealth Mgmt
Lpl Financial LLC
Evershore Financial Group
Ibis Financial Group
Securian Financial Services
Minnesota Life Insurance Company
Johvannah Nursery Inc
Brenton Thai has no disclosures.
Please visit their SEC profile for more details.