Brett Andrew Burchett

Current Employers

Employment History

• 12/2012 → 06/2017
  Lincoln Public Schools
  Lincoln, NE
• 06/2017 → 09/2023
  Sagepoint Financial, Inc.
  Lincoln, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2018-12-04 → 2023-09-01
  Osaic Services, Inc.
  Lincoln, NE

Other Businesses

1. FP WEALTH MANAGEMENT, INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/12/2017 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: Meet with clients, prepare financial plans, help with marketing, open new accounts. 2. MONEY PROS, INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/04/2018 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: Put together financial plans, meet with clients, open new accounts 3. BRETT BURCHETT POSITION: Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2017 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: Meet with clients, insurance quoting, processing applications. 4. JUNIOR ACHIEVEMENT OF LINCOLN POSITION: Board Member NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2020 ADDRESS: 631 L St, Lincoln NE 68508, United States DESCRIPTION: Attend board meetings, support and volunteer for events, execute fundraisers, recruit volunteers, etc. 5. BURCHETT WEALTH, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/23/2022 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: Financial planning, meet with clients, monitor client accounts, etc. 6. SOCIETY OF FINANCIAL SERVICE PROFESSIONALS POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/04/2020 ADDRESS: PO Box 23075, Lincoln NE 68542, United States DESCRIPTION: Attend board meetings, help plan programming, etc. 7. NOTARY PUBLIC POSITION: Notary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States 8. LINCOLN BEREAN CHURCH POSITION: Business Team Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 6400 S 70th St, Lincoln NE 68516, United States DESCRIPTION: Advisory team to the Elder Board regarding business activities including company benefits, cash flow, capital improvements, etc. 9. FRIENDS OF SILVER HAWK THEATRE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2023 ADDRESS: 7001 S 14th St, Lincoln NE 68512, United States DESCRIPTION: Promote theatre arts at Lincoln Southwest High School, partner with sponsors for fundraising, being on-site during performances as a volunteer. 10. NAIFA NEBRASKA POSITION: Director NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/11/2024 ADDRESS: PO Box 24133, Omaha NE 68124, United States DESCRIPTION: Director on the board, plan events, help with membership relations, advisor engagement, etc. 11. ENTRUST WEALTH COUNSEL, INC. POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/04/2018 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: Put together financial plans, meet with clients, open new accounts

Exams

• S66 Uniform Combined State Law Examination
  2018-11-30

Designations