Brent Mekosh is a CFP-designated registered investment advisor, based in Phoenix, AZ, with 27 years of industry experience.
Location
3131 E. Camelback Road, Suite 335, Phoenix, AZ, 85016
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is a co-owner and financial advisor at Concurrent Investment Advisors, operating as The Wealth Stewards, and spends nearly full-time on this. He also works as an agent for fixed insurance through two entities, PKSF and Fixed Insurance, and co-owns TWS Properties, LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bear Wagner Specialists LLCBroker
Wagner Stott Mercator, L.L.C.Broker
Cmj Partners LLCBroker
Cmj Partners LLCBroker
State Registrations8 states
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.