Advisor profile


My approach

Brett Bengtson - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Brett Bengtson - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • AIF® Accredited Investment Fiduciary

Education

  • Arvada West High School - 1999
  • University of Colorado - Finance, 2004

Interests

  • Volunteer Coaching his son's Edge Soccer Team in Arvada, Colorado
  • Volunteer Coaching his son's T-Ball team with the Arvada Apex
  • Going on dates with his wife in Olde Town Arvada
  • Spending time with family and friends
  • Cheering on Denver's Professional Sports Teams such as the Denver Broncos, Denver Nuggets, and Colorado Avalanche

Community participation

  • Serves on the APEX Foundation in Arvada, Colorado
  • Member of Arvada Chamber of Commerce
  • Completed the 2017 Leadership Arvada Program for Arvada, Colorado