Brett Power

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About Brett Power

Brett has over 15 years of experience focused on managing the investments and planning needs of a diverse base of families and individuals.

Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Brett and his wife, Lindsey, live in Milton with their two daughters. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.

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General Information

CRD#

5439950

Firm CRD#

315101

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, MBA Wealth Manager

Securities Licenses

Series 7, Series 66

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Based on Assets

Education

Bachelors - Economics

University of Georgia
08/01/2001 -12/05/2004

MBA - Finance

Georgia State University
08/01/2005 -05/01/2010

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890383/paladinregistry-Power-Wealth-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Power Wealth Management