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Brett Alexander Bringuel

Ifg Advisory, LLC

Atlanta, GA

Peachtree City, GA

CRD 2726309

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Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-05-20
  • GA RA
    APPROVED
    Since 2020-05-20

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

21 Eastbrook Bend Suite 106, Peachtree City, GA 30269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Peachtree City GA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Peachtree City GA 11/2016 03/2020
Lpl Financial, Llc Peachtree City GA 05/2020 Present
Ifg Advisory, Llc D/B/A Cast Ahead Wealth Management Peachtree City GA 05/2020 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Peachtree City, GA
  • 11/2016 → 03/2020
    Peachtree City, GA
  • 05/2020 → Present
    Lpl Financial, Llc
    Peachtree City, GA
  • 05/2020 → Present
    Ifg Advisory, Llc D/B/A Cast Ahead Wealth Management
    Peachtree City, GA
Previous Registrations
  • 2006-03-08 → 2020-05-27
    Union City, GA
    Fayetteville, GA
    Peachtree City, GA
    Fairburn, GA
    Atlanta, GA
    Fayetteville, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Fairburn, GA
    Union City, GA
    Atlanta, GA
    Atlanta, GA
  • 2003-02-25 → 2006-02-13
    Morgan Stanley Dw Inc.
    Atlanta, GA
Other Businesses

1. 6/1/2020 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 4/2020 - 140 Hours Per Month/140 Hours During Securities Trading - Time Spent 95% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/29/2020 - The Pinnacle Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/23/2020 - 5 Hours Per Month During Securities Trading. 3. 02/07/2024 - Cast Ahead Wealth Management - Inv related - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/6/2024 - 200 Hrs/mo; 8 Hrs During Trading. 4. 01/31/2025- Crump- Non-Variable Insurance- INV Related- At Reported Business Location(s)-Start date 01/29/2025- 20 Hours Per Month- 1 Hour During Trading 5. 04/07/2026 - Bringuel Wealth Management LLC - Not Investment Related - Peachtree City, GA - Business Entity For Tax/Investment Purposes Only - Start Date 12/15/2020 - 2 Hours Per Month/During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-06
S63 Uniform Securities Agent State Law Examination 1996-05-22
  • S65 Uniform Investment Adviser Law Examination
    1996-06-06
  • S63 Uniform Securities Agent State Law Examination
    1996-05-22
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Brett A Bringuel

View on SEC IAPD

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