Brett Michael Walters

Employer firm

Tbh Global Asset Management, LLC CRD 145536

$1.48B regulatory AUM 25 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

• 06/2016 → 07/2019
  Trident Financial Planning Llc
  Lakewood, CO
• 07/2019 → Present
  Tbh Global Asset Management, Llc
  Nashville, TN

Previous Registrations

• 2016-07-28 → 2019-08-09
  Trident Financial Planning
  Nashville, TN
• 2013-10-28 → 2016-08-08
  Kestra Investment Services, Llc
  Denver, CO
• 2016-04-20 → 2016-08-08
  Kestra Advisory Services, Llc
  Denver, CO
• 2010-09-01 → 2013-10-28
  Edward Jones
  St Louis, MO
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2010-08-26

Designations

• Certified Financial Planner

Other Names

• Brett M. Walters