Bret Michael Verstegen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2015 → 05/2019
  University Of Wisconsin-Madison
  Madison, WI
• 05/2017 → 09/2017
  Lpl Financial Llc
  Kimberly, WI
• 02/2019 → 05/2022
  Isthmus Partners, Llc
  Madison, WI
• 06/2022 → 10/2022
  Vanden Boom Verstegen Wealth Management
  Kimberly, WI
• 06/2018 → 09/2018
  Rbc Wealth Management
  Milwaukee, WI
• 06/2017 → 08/2017
  Omni Glass & Paint
  Oshkosh, WI
• 02/2018 → 05/2018
  Champs Sports
  Madison, WI
• 07/2022 → Present
  Lpl Financial Llc
  Kimberly, WI

Other Businesses

1- 07/2022 / Evergreen Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Kimberly, WI 2- 07/2022 / VandenBoom Verstegen Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Kimberly, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-11

Designations

• Certified Financial Planner

Other Names

• Bret Verstegen