Bret
Loftis
Axim Planning & Wealth
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About this Advisor
Bret Loftis is a financial advisor based in Springboro, Ohio, working with Axim Planning & Wealth. Bret has previously held positions at Axim Planning & Wealth, Colburn Financial, Dc Building, and Loftis Retirement Solutions, LLC. Bret has passed the Series 65 regulatory exam and is registered to provide services in Florida, Ohio, South Carolina, and Texas. Currently, Bret is part of Axim Planning & Wealth, which operates out of Springboro, Ohio. The firm has 3 employees and manages assets totaling $129.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Axim Planning & Wealth includes asset-based fees.
Certifications and Registrations
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Axim Planning & Wealth Brokerage Details
$129,314,000
3
504
$256,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bret Loftis Work History
Axim Planning & Wealth
Loftis Retirement Solutions, LLC
Colburn Financial
Dc Building
Disclosures
Please visit the SEC profile of Bret Loftis 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 Axim Planning & Wealth
Springboro, OH
Springboro, OH
Springboro, OH
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