Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-08-17
  • WI RA
    APPROVED
    Since 2023-08-17

Branch Locations

N14 W23900 Stone Ridge Drive, Waukesha, WI 53188 • 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
R&R Wealth Management, Llc Waukesha WI 10/2022 02/2023
Target Janesville WI 10/2020 07/2022
Wisconsin Pga Junior Foundation Inc. Milwaukee WI 05/2018 09/2019
Ives Grove Golf Links Sturtevant WI 06/2016 11/2019
Downtown Racine Corporation Racine WI 05/2017 09/2018
Lavelle Industries, Inc Whitewater WI 12/2019 03/2020
Menards Mount Pleasant WI 03/2019 06/2019
Samaritan Llc Mount Pleasant WI 09/2020 01/2022
University Of Wisconsin-Whitewater Whitewater WI 09/2018 05/2022
Racine Lutheran High School Racine WI 07/2014 05/2018
Avantax Investment Services Inc. Waukesha WI 10/2022 08/2023
Avantax Advisory Services Waukesha WI 10/2022 08/2023
R&R Wealth Management Waukesha WI 08/2023 Present
Commonwealth Financial Network Waltham MA 08/2023 Present
  • 10/2022 → 02/2023
    R&R Wealth Management, Llc
    Waukesha, WI
  • 10/2020 → 07/2022
    Target
    Janesville, WI
  • 05/2018 → 09/2019
    Wisconsin Pga Junior Foundation Inc.
    Milwaukee, WI
  • 06/2016 → 11/2019
    Ives Grove Golf Links
    Sturtevant, WI
  • 05/2017 → 09/2018
    Downtown Racine Corporation
    Racine, WI
  • 12/2019 → 03/2020
    Lavelle Industries, Inc
    Whitewater, WI
  • 03/2019 → 06/2019
    Menards
    Mount Pleasant, WI
  • 09/2020 → 01/2022
    Samaritan Llc
    Mount Pleasant, WI
  • 09/2018 → 05/2022
    University Of Wisconsin-Whitewater
    Whitewater, WI
  • 07/2014 → 05/2018
    Racine Lutheran High School
    Racine, WI
  • 10/2022 → 08/2023
    Avantax Investment Services Inc.
    Waukesha, WI
  • 10/2022 → 08/2023
    Avantax Advisory Services
    Waukesha, WI
  • 08/2023 → Present
    R&R Wealth Management
    Waukesha, WI
  • 08/2023 → Present
    Waltham, MA
Previous Registrations
  • 2023-02-06 → 2023-08-29
    Avantax Advisory Services
    Waukesha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
  • S66 Uniform Combined State Law Examination
    2023-02-06
Other Names
  • Brent James Ogden
  • Brent J Ogden
  • Brent Ogden

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waukesha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor