Brett Allen Beimers

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 12/2020 → 01/2021
  Gradient Securities Dba Gradient Wealth Management
  Arden Hills, MN
• 07/2020 → 01/2021
  O'NEill Asset Management
  Grand Rapids, MI
• 06/2010 → 10/2024
  Self Employed
  Grand Rapids, MI
• 11/2013 → 09/2025
  Five Star Real Estate
  Grand Rapids, MI
• 06/2017 → 06/2020
  Lincoln Lake Baptist Youth Camp
  Gowen, MI
• 08/2002 → 11/2019
  Rockford Public Schools
  Rockford, MI
• 01/2017 → 11/2017
  Urban Transformation Ministries
  Grand Rapids, MI
• 01/2021 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 04/2025 → Present
  Federal Benefits Academy
  Grand Rapids, MI
• 02/2024 → Present
  Beimers Financial Services Llc
  Grandville, MI

Previous Registrations

• 2020-12-02 → 2021-02-08
  Gradient Securities, Llc
  Grand Rapids, MI
  Arden Hills, MN

Other Businesses

1. Beimers Financial Services LLC, since 2/12/2024, CPA, Tax Preparer, Non-investment related, 1-10% time spent on activity during securities hrs. 2. Federal Benefits Academy, since 4/2/2025, Teaching, Coaching, Employee, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Beimers Financial Services LLC, since 2/12/2024, CPA, TAX, ACCOUNTING, Non-investment related, 1-10% time spent on activity during Securities hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-16
• S65 Uniform Investment Adviser Law Examination
  2020-09-23

Other Names

• Brett Allen Beimers
• Brett Allen Beimers
• Brett Beimers