Unclaimed Profile

Bret A. Guillaume

MADER & SHANNON WEALTH MANAGEMENT, INC.·KANSAS CITY, Missouri

Series 7, Series 66Clean record21 years registeredMADER & SHANNON WEALTH MANAGEMENT, INC.

4717 GRAND AVE., KANSAS CITY, MO 64112CRD# 4704575Firm CRD# 123741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bret A. Guillaume · KANSAS CITY, MO

Registration

CRD #4704575 · MADER & SHANNON WEALTH MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

MADER & SHANNON WEALTH MANAGEMENT

Mar 2005 – present

FIRST AMERICAN FINANCIAL ADVISORS, INC.

Aug 2004 – Mar 2005

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 18, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADER & SHANNON WEALTH MANAGEMENT, INC.

CRD 123741 · SEC 801-67482

AUM

$229M

Regulatory assets under management

Employees

394 client accounts

Services offered by MADER & SHANNON WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MADER & SHANNON WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Bret A. Guillaume offer?

Bret A. Guillaume specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Bret A. Guillaume's credentials?

Bret A. Guillaume is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bret A. Guillaume located?

Bret A. Guillaume is based in KANSAS CITY, Missouri, working with MADER & SHANNON WEALTH MANAGEMENT, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Bret A. Guillaume charge for services?

Bret A. Guillaume's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADER & SHANNON WEALTH MANAGEMENT, INC.?

MADER & SHANNON WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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