Brent M Wise

Current Employers

Employment History

• 03/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 12/2023 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 10/2023 → 12/2023
  Unemployed
  Spokane Valley, WA
• 03/2022 → 10/2023
  Numerica Credit Union
  Spokane Valley, WA
• 08/2014 → 03/2022
  Washington Trust Bank
  Spokane, WA
• 02/2024 → Present
  Wise Choice Planning, Llc
  Spokane Valley, WA
• 11/2024 → 02/2026
  Svst/Spokane Valley Performing Arts (Svpac)
  Spokane Valley, WA
• 01/2026 → Present
  Wcp Tax Navigation, Llc
  Spokane Valley, WA

Other Businesses

WISE CHOICE PLANNING, LLC; SAME AS BRANCH; INV REL; FIXED LIFE, FIXED ANNUITIES, AND EMPLOYEE BENEFITS PLANS, CONSULTING SERVICES RELATING TO ENTITY STRUCTURES, TRANSITION PLANNING, FINANCIAL PLANNING, PROFORMA MODELING, AND CAS FLOW PROJECTIONS; OWNER; START DATE=02/2024; HRS/MO=100; TRADING HRS/MO=40; ASSISTING FAMILY-OWNED BUSINESSES, THEIR OWNERS AND EMPLOYEES WITH COMPREHENSIVE FINANCIAL PLANNING, MAKE RECOMMENDATIONS ON THE STRATEGIES TO MEET THEIR FINANCIAL PLANNING GOALS AND NEEDS, IMPLEMENT THESE STRATEGIES USING INSURANCE PRODUCTS AND/OR ADVISORY SERVICES * WCP Tax Navigation, LLC; same as branch; inv rel; provide federal and state tax planning; Owner; start date=01/2026; hrs/mo=10; trading hrs/mo=5; client intake and information gathering, collect and organize client financial and tax related data, prepare and present tax planning opportunities to meet clients goals within the framework with the holistic financial plan

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-27

Other Names

• Brent Wise
• Brent Michael Wise