Brent Weiss
About
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Co-Founder & Head of Financial Wellness
St. Petersburg, Florida, United States
Résumé
Jobs
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Co-Founder & Head of Financial WellnessFacetAug 2016 - Current (10 years)We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.- PrincipalBFG Financial AdvisorsJan 2011 - Aug 2016 (5 years 8 months)As a principal of Brotman Financial Group, Inc, I served in the capacity of a lead advisor, investment committee chair, and director of financial planning.
- MemberFusion Advisor NetworkJan 2008 - Aug 2016 (8 years 8 months)
- BVice President, Director of Financial PlanningBrotman Financial Group IncOct 2005 - Dec 2010 (5 years 3 months)
- IARNFP Advisor ServicesJan 2005 - Dec 2012 (8 years)Disclosure: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered representatives with Kestra Investment Services, LLC and investment advisor representatives with Kestra Advisor Services, LLC may only conduct business with residents for the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in ever
Education
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- Bachelor of Business Administration (BBA, FinanceUniversity of Notre DameJan 2001 - Dec 2005 (5 years)
- SSt. Paul'sSt PaulsJan 1997 - Dec 2001 (5 years)
- CCertified Professional Life CoachCertified life coach institute
- CCrossFit Level 1 Trainer, Health and Physical Education/FitnessCrossFit Level Trainer
Awards
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- TThe Daily Record VIP List - 2015The Daily RecordJan 2015The VIP list recognizes Maryland’s leaders who are 40 years old or younger based on their professional accomplishments, community service and a commitment to inspiring change. They are selected by an outside panel of judges, including previous winners and business leaders. (Disclosure: Please note that The Daily Record is an independent multi-media news source. A selection to the VIP list in no way guarantees the quality of the services that Mr. Weiss provides in the areas of financial planning and investment management)
- Forbes 30 Under 30 - Finance - 2012ForbesDec 2012Named to the Forbes 30u30 list in the field of finance in 2012. Forbes selects an annual list of the brightest young entrepreneurs, breakout talents and change agents in 20 different sectors. (Disclosure: Please note that Forbes is an independent business magazine and news company. A selection to the 30u30 list in no way guarantees the quality of the services that Mr. Weiss provides in the areas of financial planning and investment management)