Bret Waterman Hrbek

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Front Royal United Methodist Church Front Royal, VA Start date: 1/1/2012 Chairman, Finance Committee Hours per week: 0 Hours during trading: 0 run meetings; although chairman usually can sign checks, I cannot; oversee the finances of the church * Front Royal Rotary Club Front Royal, VA Start date: 7/1/2016 Board Member Hours per week: 0 Hours during trading: 0 Normal board member duties * OnionHill, LLC Type of business: retail Front Royal, VA Start date: 9/1/2012 Partner Hours per week: 0 Hours during trading: 0 We have Christmas ornaments made of the town of Front Royal and sell them. * Zeta Beta Tau Foundation Indianapolis, IN Start date: 1/1/2017 Board Member Hours per week: 0 Hours during trading: 0 Normal board member responsibilities; chairman of the Investment Advisory Committee overseeing the foundation's investments. *

Exams

• S66 Uniform Combined State Law Examination
  2006-12-12
• S63 Uniform Securities Agent State Law Examination
  2000-11-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bret Waterman Hrbrek