Brett Matthew Ramsey

Current Employers

Employment History

• 10/2014 → 03/2020
  Lpl Financial Llc
  Indianapolis, IN
• 09/2014 → 12/2017
  Novus Wealth Advisors, Inc.
  Indianapolis, IN
• 04/2016 → 02/2019
  Independent Financial Partners
  Indianapolis, IN
• 07/2018 → 03/2020
  Sheridan Road Advisors, Llc
  Indianapolis, IN
• 03/2020 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Carmel, IN
• 03/2020 → 07/2021
  Waddell & Reed, Inc
  Carmel, IN
• 03/2003 → 07/2021
  Novus Financial, Llc
  Indianapolis, IN
• 10/2016 → 03/2020
  Lpl Financial Llc
  Indianpolis, IN
• 05/2020 → 05/2021
  Dba Group Llc
  Indianapolis, IN
• 06/2010 → 09/2016
  Wfg Investments
  Greenwood, IN
• 03/2003 → 07/2021
  Assurity Life
  Lincoln, NE
• 03/2003 → 07/2021
  Mass Mutual
  Springfield, MA
• 07/2021 → Present
  Lpl Financial Llc
  Carmel, IN

Previous Registrations

• 2020-03-30 → 2021-07-21
  Waddell & Reed
  Charleroi, PA
  Carmel, IN
• 2018-09-04 → 2020-04-08
  Sheridan Road Advisors, Llc, A Hub International Company
  Indianapolis, IN
  Northbrook, IL
• 2016-04-26 → 2018-12-31
  Independent Financial Partners
  Indianapolis, IN
• 2014-10-15 → 2017-12-15
  Novus Wealth Advisors
  Indianapolis, IN
• 2015-11-19 → 2015-11-25
  Lpl Financial Llc
  Indianapolis, IN
  Akron, OH
  Greenwood, IN
  Greenwood, IN
  Indianapolis, IN
  Fort Myers, FL
• 2010-06-22 → 2014-10-06
  Wfg Advisors, Lp
  Greenwood, IN
• 2003-09-24 → 2010-06-24
  Fsc Securities Corporation
  Greenwood, IN
• 2003-02-19 → 2003-09-29
  Transamerica Financial Advisors, Llc
  Indianapolis, IN

Other Businesses

1- 07/2021 / DBA for LPL Business (entity for LPL business) / Artisan Wealth Strategies / Investment Related / Carmel, IN 46032 2- 03/2003 / Novus Financial LLC / Business Entity For Tax/Investment Purposes Only / 2 HR MNTH / Investment Related / Carmel, IN 46032

Exams

• S66 Uniform Combined State Law Examination
  2003-01-23
• S63 Uniform Securities Agent State Law Examination
  2002-10-08

Designations

Other Names

• Brett Ramsey