Brett
Thelander
Rockefeller Financial LLC
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About this Advisor
Brett Thelander is a financial advisor based out of Chicago, Illinois with 2 years of industry experience. Thelander is an employee of Rockefeller Financial LLC. They have spent all of their employment at Rockefeller Financial Llc. Thelander holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Texas. Rockefeller Financial LLC is an advisory business based in New York, NY. The firm has offices in 39 locations and a total of 531 people on staff. It controls $35 billion in total assets between its 46,727 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 215 charities and foundations. Of its 46,727 accounts, 29% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Rockefeller Financial LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$34,707,894,464
531
46,727
$742,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brett Thelander Work History
Brett has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Thelander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockefeller Capital Management
Chicago, IL
Los Gatos, CA
San Francisco, CA
Trenton, NJ
Cincinnati, OH
Atlanta, GA
St. Augustine, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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