Bret Poland
Bret Poland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brush, CO, with 28 years of industry experience. Bret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
301 Clayton Street, Brush, CO, 80723
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Bret is an officer at Bank of Colorado, though he spends minimal time in that capacity, primarily using it for access. He is also an associate/employee at Bank of Colorado Investment Services-Raymond James, but has no duties other than being a financial advisor in the bank.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward Jones
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations20 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.