Barret
Kolle
Avid Wealth Partners, LLC
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About this Advisor
Barret Kolle is a chartered financial consultant operating out of San Antonio, Texas, with a total of 1 year of industry experience. Kolle works at Avid Wealth Partners, LLC. The advisor has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Gwm Advisors, LLC, New Edge Advisors, LLC and Avid Wealth Partners, LLC. Kolle holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Avid Wealth Partners, LLC is an advisory firm operating out of San Antonio, TX. It oversees $151 million in total assets between its 622 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 622 client accounts, 39% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which services are offered. However, fee types billed by Avid Wealth Partners, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avid Wealth Partners, LLC Brokerage Details
$150,547,914
11
622
$242,038
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Barret Kolle Work History
Barret has been registered as a financial advisor for 1 years.*
Avid Wealth Partners, LLC
Gwm Advisors, LLC
New Edge Advisors, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
*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 Barret Kolle 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 Avid Wealth Partners, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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