Brent Mares
Certified Financial Planner at Elluvium Financial
- Role
- Certified Financial Planner at LPL Financial
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Brent Mares
What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you pursue it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Series 66, Series 7 Licenses, held with LPL FinancialLife, Health, and Accident Insurance LicensesCertified Financial Planner® DesignationAccredited Asset Management Specialist® DesignationChartered Retirement Planning Counselor® DesignationI am licensed to do business in the state of AZ, CA, CO, FL, GA, ID, IL, IN, MI, MN, NM, SC, TX and WI only. • Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with Elluvium Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Certified Financial Planner
Jan 2020 — Present · Appleton, WI, US
Education
BI Norwegian Business School
International Business Expansion, International Finance, Cultural Studies
2001 — 2001
UMN Carlson School of Management
BSB, Finance, International Business Studies
1999 — 2003
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