Brett Michael Wippler

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2019
  University Of Southern California
  Los Angeles, CA
• 09/2019 → 12/2020
  Cushman & Wakefield
  San Francisco, CA
• 01/2021 → Present
  Liberty Wealth Management
  Oakland, CA
• 05/2019 → 09/2019
  Unemployed
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-13

Other Names

• Brett Wippler