Bret Lyn Hodgdon

Employer firm

Copper Leaf Financial, LLC CRD 285378

$220M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → 12/2016
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2011 → 12/2016
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2005 → Present
  Davis & Hodgdon Associates Cpas Plc
  Williston, VT
• 03/2015 → Present
  Copper Leaf Financial, Llc
  Williston, VT
• 12/2023 → Present
  33 Blair Park Llc
  Williston, VT

Previous Registrations

• 2011-06-23 → 2017-01-09
  Cambridge Investment Research Advisors, Inc.
  Williston, VT

Other Businesses

1)33 BLAIR PARK, LLC., 33 BLAIR PARK ROAD, STE 201., WILLISTON, VT 05495. BEGAN 05/15/2009 AS A MEMBER OF REAL ESTATE PARTNERSHIP THAT OWNS THE OFFICE SPACE OCCUPIED BY DAVIS & HODGDON ASSOCIATES CPAS. NOT INVESTMENT RELATED. DEVOTES 20 HR/YR, 0/TRADE. 2)DAVIS & HODGDON ASSOCIATES CPAS, 33 BLAIR PARK RD, STE 201., WILLISTON, VT 05495. BEGAN 12/01/1998 AS A PARTNER IN TAX PREPARATION AND ACCOUNTING AS A PRACTICING CPA. BECAME AN OWNER IN JANUARY 2005. INVESTMENT RELATED. DEVOTES 2200 HR/YR, 1352 HR/YR DURING TRADING. 3) LOST AND FOUND, LLC, RENTAL REAL ESTATE LLC, 5 CORPORATE DRIVE, ESSEX JUNCTION, VT 05452, NOT INVESTMENT RELATED. MEMBER. DEVOTES .5 HRS/MONTH, NONE DURING TRADING.

Designations

• Certified Financial Planner

Other Names

• Bret L. Hodgdon