Best Investors Account Sign in
Inactive

Brett J Heniss

Financial & Tax Architects, LLC

Oak Brook, IL

Claim This Profile
Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-26
  • IL RA
    APPROVED
    Since 2025-07-26

Branch Locations

1415 West 22Nd Street, Oak Brook, IL 60523 • 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
Financial & Tax Architects Oak Brook IL 06/2025 Present
Power Home Remodeling Chicago IL 01/2024 05/2025
Penny Mustard Furnishings Schaumburg IL 07/2023 01/2024
Northwestern Mutual Mount Laurel NJ 08/2022 06/2023
Raymour & Flanagan Woodbury NJ 12/2018 03/2023
The Mfc Group Mount Laurel NJ 06/2017 01/2018
Amazon Swedesboro NJ 06/2017 06/2018
Montclair State University Montclair NJ 09/2013 05/2017
Not Applicable West Depthford NJ 07/2018 11/2018
  • 06/2025 → Present
    Financial & Tax Architects
    Oak Brook, IL
  • 01/2024 → 05/2025
    Power Home Remodeling
    Chicago, IL
  • 07/2023 → 01/2024
    Penny Mustard Furnishings
    Schaumburg, IL
  • 08/2022 → 06/2023
    Northwestern Mutual
    Mount Laurel, NJ
  • 12/2018 → 03/2023
    Raymour & Flanagan
    Woodbury, NJ
  • 06/2017 → 01/2018
    The Mfc Group
    Mount Laurel, NJ
  • 06/2017 → 06/2018
    Amazon
    Swedesboro, NJ
  • 09/2013 → 05/2017
    Montclair State University
    Montclair, NJ
  • 07/2018 → 11/2018
    Not Applicable
    West Depthford, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor