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Brett Peter Wysopal

Wysopal Wealth

La Grange Park, IL

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Current Employers
Wysopal Wealth

La Grange Park, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-28
TX RA APPROVED_RES 2025-02-03
IL RA APPROVED 2024-09-23
  • CA RA
    APPROVED
    Since 2025-02-28
  • TX RA
    APPROVED_RES
    Since 2025-02-03
  • IL RA
    APPROVED
    Since 2024-09-23

Branch Locations

La Grange Park, IL • 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
Unemployed La Grange Park IL 08/2016 02/2017
Rbc Capital Markets, Llc Oakbrook IL 03/2017 07/2017
Rbc Capital Markets, Llc Oakbrook IL 07/2017 12/2018
Mariner Wealth Advisors Chicago IL 01/2019 09/2022
Secfi Advisory Limited New York NY 07/2023 09/2024
Brooklyn Fi Brooklyn NY 09/2022 07/2023
Wysopal Wealth Planning Llc Brookfield IL 09/2024 Present
  • 08/2016 → 02/2017
    Unemployed
    La Grange Park, IL
  • 03/2017 → 07/2017
    Rbc Capital Markets, Llc
    Oakbrook, IL
  • 07/2017 → 12/2018
    Rbc Capital Markets, Llc
    Oakbrook, IL
  • 01/2019 → 09/2022
    Mariner Wealth Advisors
    Chicago, IL
  • 07/2023 → 09/2024
    Secfi Advisory Limited
    New York, NY
  • 09/2022 → 07/2023
    Brooklyn Fi
    Brooklyn, NY
  • 09/2024 → Present
    Wysopal Wealth Planning Llc
    Brookfield, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-09
  • S66 Uniform Combined State Law Examination
    2017-05-09
Designations

View on SEC IAPD

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