Bret
Hodgdon
Copper Leaf Financial, LLC
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About this Advisor
Bret Hodgdon is a financial advisor based in Williston, Vermont, working with Copper Leaf Financial, LLC. Bret has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Davis & Hodgdon Associates Cpas Plc, Copper Leaf Financial, LLC, and Jda Financial. Bret is registered to provide services in Vermont. Currently, Bret is part of Copper Leaf Financial, LLC, which operates out of Williston, Vermont. The firm has one office and five employees. The firm manages assets totaling $189.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Copper Leaf Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Leaf Financial, LLC Brokerage Details
$189,173,652
5
585
$323,374
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
Bret Hodgdon Work History
Copper Leaf Financial, LLC
Davis & Hodgdon Associates Cpas Plc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Jda Financial
Disclosures
Please visit the SEC profile of Bret Hodgdon 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 Copper Leaf Financial, LLC
Williston, VT
Williston, VT
Williston, VT
Williston, VT
Williston, VT
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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