AdvisorOS Directory
Claim Profile
BW

Brett Mathew Wickmann

APTUS CAPITAL ADVISORS, LLC·FAIRHOPE, Alabama
Unclaimed Profile
265 YOUNG STREET, FAIRHOPE, AL 36532CRD# 5167869Firm CRD# 167626
01

About

Brett Mathew Wickmann is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with APTUS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
APTUS CAPITAL ADVISORS, LLC
APTUS CAPITAL ADVISORS, LLC
AUM
$5.3B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at APTUS CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5167869
Firm CRD# 167626
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FAIRHOPE?

Browse all registered financial advisors in FAIRHOPE, Alabama or claim this profile if it's yours.

Browse FAIRHOPE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brett Mathew Wickmann offer?
Brett Mathew Wickmann specializes in Financial Planning, Investment Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are Brett Mathew Wickmann's credentials?
Brett Mathew Wickmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Mathew Wickmann located?
Brett Mathew Wickmann is based in FAIRHOPE, Alabama, working with APTUS CAPITAL ADVISORS, LLC. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does Brett Mathew Wickmann charge for services?
Brett Mathew Wickmann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APTUS CAPITAL ADVISORS, LLC?
APTUS CAPITAL ADVISORS, LLC has approximately 24 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FAIRHOPE
Fredrick Steven Hayek — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Eric Oaks Kallen — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Margaret S Allison — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Ransome Spottswood Foose — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Joshua Wyatt Lancaster — BROWN MCLEOD, INC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile