Brett Richard Polzin

Current Employers

Employment History

• 07/2020 → 02/2021
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → 06/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 01/2023 → 06/2023
  World Financial Group, Inc.
  Greenwood Village, CO
• 08/2020 → 02/2021
  Equitable
  Englewood, CO
• 12/2015 → 07/2020
  Fidelity Investments
  Greenwood Village, CO
• 03/2021 → 03/2022
  Schwab Private Client
  Lone Tree, CO
• 03/2022 → 12/2022
  Ptc Holdings, Llc
  Arvada, CO
• 06/2022 → 12/2022
  Farmers Insurance
  Lakewood, CO
• 09/2022 → Present
  Zinrett Financial Services Llc Dba Eight Peaks Wealth Management
  Parker, CO

Previous Registrations

• 2023-02-10 → 2023-06-12
  Transamerica Financial Advisors, Llc
  Centennial, CO
• 2021-04-01 → 2022-04-01
  Schwab Wealth Advisory, Inc.
  San Francisco, CA
  Lone Tree, CO
• 2020-09-03 → 2021-02-08
  Equitable Advisors, Llc
  Greenwood Village, CO
• 2013-09-10 → 2015-10-01
  Edward Jones
  Menominee, MI
  Marinette, WI
  St Louis, MO

Other Businesses

Brett Polzin is currently a Notary Public. This activity accounts for approximately 10% of their time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21

Designations

Other Names

• Brett R. Polzin