Brent Leavitt

Financial Advisor at Battle Born Financial Advisor

Role
Investment Advisor Representative at Interactive Financial Advisors
Location
Great Falls, MT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brent Leavitt

Finances should be easy. Since life is full of twists and turns we all just need a little…

Experience

  1. Investment Advisor Representative

    Interactive Financial Advisors

    Jul 2015 — Present · Las Vegas, NV, US

    I provide great financial advice and manage investment accounts on a fee only basis. As a fiduciary, I am required by law and also by choice, to do what\'s in your best interest. The models that we use to manage money are simple to use. All of the hard work is taken off of your shoulders so you can focus on the more important things in life.

Education

  • University of Nevada, Reno

    Bachelor of Science (BS), Economics

    2005 — 2010

  • Rancho High School

    Diploma, Aviation

    1998 — 2002

Skills

  • Critical Illness
  • High Net Worth Individuals
  • Financial Services
  • Iras
  • Wealth Management
  • Long Term Care Insurance
  • Long Term Care
  • Asset Protection
  • Customer Service
  • Marketing
  • Employee Benefits
  • Disability Insurance
  • Retirement
  • Strategic Financial Planning
  • Term Life Insurance
  • Marketing Strategy
  • Insurance
  • 401k
  • Wealth
  • Asset Management
  • Small Business
  • Budgets
  • Life Insurance
  • Finance
  • Strategic Planning
  • Financial Planning
  • Whole Life
  • Sales
  • Financial Planners
  • Economics
  • Financial Advisory
  • Group Benefits
  • Management
  • Team Building
  • Long-Term Care
  • Retirement Planning
  • Health Insurance
  • Underwriting
  • Securities
  • Investments

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Brent Leavitt — Investment Advisor Representative at Interactive Financial Advisors in Great Falls, MT, US | Unifers