Brett Bacon
Director of Wealth Management specializing in Retirement Planning | Investments | Insurance
- Role
- Director of Wealth Management at Lighthouse Financial Strategies
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Brett Bacon
As the Director of Wealth Management at Lighthouse Financial Strategies, I am passionate about working with individuals and businesses on growing and protecting their wealth. Through our company’s culture of trust, integrity and accountability, I am able to serve many different communities. Because of our great financial partners, resources and wonderful clients, I get to spend each day doing what I enjoy the most - helping my clients make a difference in their financial future. Lighthouse Financial Strategies believes in empowering our clients to reach their financial goals. With the heart of a teacher, we educate our clients on the importance of planning. Our advisory team is passionate about aligning your investments with your objectives. As independent financial advisors, we put our clients’ needs first and strive for excellence in everything we do! We invite you to discover the power of our services. Investment Advisory Services are provided through Creative Financial Designs, Inc, a Registered Investment Advisor. Securities are offered through CFD Investments, Inc, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46••••••••00. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc, nor CFD Investments, Inc.[Common misspellings include Brent Bacon][Our social media rules of engagement will not allow me to show any endorsements or recommendations on my profile in order to comply with SEC and FINRA regulations. My apologies for not sharing these.]
Experience
Director of Wealth Management
Lighthouse Financial Strategies
Jan 2015 — Present · Kansas City, MO, US
As a Financial Advisor and Dave Ramsey SmartVestor Pro, I work as an independent financial planning professional providing investment, insurance and retirement planning for individuals, small business owners and groups. We are prepared to present a strategy that\'s consistent with our clients\' objectives and obligations in the areas of: • Retirement Strategies • Group Benefits • Business Succession • Asset Allocation Strategies • Estate Conservation • IRA…
Education
Yale School of Management
CPWA® Certification Registered Education Program, Wealth Management Theory and Practice
Kansas State University
Bachelor of Science (BS), Finance and Financial Management Services
2006 — 2011
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.