Brett Maikowski
Brett Maikowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Rockwall, TX, with 8 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
102 S Goliad Street Suite 101, Rockwall, TX, 75087
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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
Brett operates as a financial professional under THM Wealth Management and as a partner under WealthMetrix, dedicating about a quarter of his time to each. Brett also sells fixed insurance products, including life, health, disability, and long-term care, and is a brand ambassador for Elements Technology, Inc., and Vice President of Downtown Rockwall Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations10 states
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