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Brent Weisenborn

35 Years of Experience
Springfield, MO
Sells Insurance

Brent Weisenborn is a registered investment advisor at Fiduciary Trust Private Wealth Counsel LLC, based in Springfield, MO, with 35 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 69 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
69 clients
Average Client Portfolio
$272K average
Assets Under Management
$18.7M

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2155 East Sunshine St, Suite 204, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent co-owns Virtue Financial Advisors, L.L.C. and is an insurance agent/owner of Fiduciary Trust Assurance Group LLC, dedicating about 10-20% of his time to each. He also works as a pilot and real estate agent, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Fiduciary Trust Private Wealth Counsel LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Infinex Investments, INC.
March 2020 - December 2021 · 1 yr 9 mos
Infinex Investments, INC.Broker
March 2020 - December 2021 · 1 yr 9 mos
Bks Investment Services, INC.
July 2018 - December 2020 · 2 yrs 5 mos
Infinex Investments, INC.
January 2018 - April 2018 · 3 mos
Infinex Investments, INC.Broker
January 2018 - April 2018 · 3 mos
Farmers Financial Solutions, LLCBroker
October 2016 - October 2017 · 1 yr
Bks Investment Services, INC.
August 2015 - November 2016 · 1 yr 3 mos
Bankers & Investors CO.
November 2010 - June 2015 · 4 yrs 7 mos
Bankers & Investors CO.Broker
January 2008 - October 2016 · 8 yrs 9 mos
Cambridge Investment Research Advisors, INC.
March 2005 - December 2007 · 2 yrs 9 mos
Cambridge Investment Reserarch, INC.
March 2005 - March 2005 · 0 mos
Cambridge Investment Research, INC.Broker
January 2005 - December 2007 · 2 yrs 11 mos
Cuso Financial Services, L.P.Broker
February 2003 - June 2003 · 4 mos
Security Investment Company of Kansas CityBroker
July 1987 - December 2001 · 14 yrs 5 mos
Daly Investment CO.Broker
February 1987 - March 1987 · 1 mo
State Registrations3 states
KSMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brent Weisenborn - Financial Advisor | TrueAdvisor