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Brett Michael Wippler

Liberty Wealth Management, LLC

Oakland, CA

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Current Employers
Liberty Wealth Management, Llc

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-24
  • CA RA
    APPROVED
    Since 2024-06-24

Branch Locations

411 30Th Street 2Nd Floor, Oakland, CA 94609 • 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
University Of Southern California Los Angeles CA 06/2015 05/2019
Cushman & Wakefield San Francisco CA 09/2019 12/2020
Liberty Wealth Management Oakland CA 01/2021 Present
Unemployed San Francisco CA 05/2019 09/2019
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-13
  • S65 Uniform Investment Adviser Law Examination
    2024-05-13
Other Names
  • Brett Wippler

View on SEC IAPD

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Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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