Brett Ohlen is a registered investment advisor, based in Lakewood, CO, with 10 years of industry experience.
Location
7596 W. Jewell Ave., Suite 305, Lakewood, CO, 80232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is the owner of Advocate Tax Worldwide LLC, providing tax services full-time. He also dedicates about half his time as an assistant football coach and spends minimal time as a partner in a property management company and member of a real estate holding company, as well as conservator and guardian for his stepmother.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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