Brett
Lawless

Vci Wealth Management LLC

CRD#6479074
Investment Advisor
in Valley Park, MO

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About this Advisor

Brett Lawless is a financial advisor based in Valley Park, Missouri, working with Vci Wealth Management LLC. Brett has previously held positions at Missouri State University, Ameriprise Financial, Ameriprise Financial Services, Inc, Ae Wealth Management, LLC, Fefa Asset Management, LLC, Fefa Advisors LLC (Previously Ev Federal, LLC), and Vci Wealth Management LLC. Brett has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Brett is part of Vci Wealth Management LLC, which operates out of Valley Park, Missouri. The firm has 23 employees and manages assets totaling $191.4 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Vci Wealth Management LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

530 Vance Road
Valley Park, MO 63088

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Vci Wealth Management LLC Brokerage Details

Total Assets Under Management

$191,398,581

MO Average: $11,469,110,461
Total Number of Employees

23

MO Average: 458
Total Number of Accounts

5,879

MO Average: 33,415
Average Account Size

$32,556

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brett Lawless Work History

2023 - Present (1 year)

Vci Wealth Management LLC

2018 - Present (6 years)

Ae Wealth Management, LLC

2018 - Present (6 years)

Fefa Asset Management, LLC

2018 - Present (6 years)

Fefa Advisors LLC (Previously Ev Federal, LLC )

2017 - 2018 (1 year)

Ameriprise Financial Services, Inc

2016 - 2018 (2 years)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Ameriprise Financial

2011 - 2016 (5 years)

Missouri State University

Disclosures

Please visit the SEC profile of Brett Lawless 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 Vci Wealth Management LLC

Andrew Stringer
Valley Park, MO
Kirby Cundiff
Valley Park, MO
Kacy Brannum
Valley Park, MO
William Rosen
Valley Park, MO
Lucas Wapinsky
Valley Park, MO
Austin Hanse
Valley Park, MO
Lindsay High
Cincinnati, OH
John Girault Iii
Valley Park, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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