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Brett Warren Halley

PRIVATE WEALTH ASSET MANAGEMENT, LLC·OMAHA, Nebraska
SIE, Series 7, Series 66Clean record4 years registeredPRIVATE WEALTH ASSET MANAGEMENT, LLC
1100 CAPITOL AVENUE, OMAHA, NE 68102CRD# 4204886Firm CRD# 315819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Warren Halley · OMAHA, NE
Registration
CRD #4204886 · PRIVATE WEALTH ASSET MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE WEALTH ASSET MANAGEMENT
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 21, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE WEALTH ASSET MANAGEMENT, LLC
CRD 315819 · SEC 801-122065
AUM
$1.9B
Regulatory assets under management
Employees
37
1,849 client accounts
Services offered by PRIVATE WEALTH ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Brett Warren Halley offer?
Brett Warren Halley specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.
What are Brett Warren Halley's credentials?
Brett Warren Halley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Warren Halley located?
Brett Warren Halley is based in OMAHA, Nebraska, working with PRIVATE WEALTH ASSET MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Brett Warren Halley charge for services?
Brett Warren Halley'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 PRIVATE WEALTH ASSET MANAGEMENT, LLC?
PRIVATE WEALTH ASSET MANAGEMENT, LLC has approximately 37 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE WEALTH ASSET MANAGEMENT, LLC

Wendy Marie Brekken
OMAHA, NE
Bryan Lee Johnson
OMAHA, NE
CFP
Julie Ann Wagner
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Melissa Jo Clines
OMAHA, NE

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