Brett D White

Brett D White

CFP®, APMA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor.

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Background and qualification information is available at FINRA's BrokerCheck website.

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. I am committed to understanding your goals and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

Honored to receive recognition

Helping my clients, their families and friends stay focused on tomorrow’s long-term goals is my greatest honor. And it’s also my top priority. Because of this, I’m proud to share that I’ve been recognized on 3 industry publications' top financial advisor lists:

Forbes Best-in-State 2019-2021; Financial Times 400 Financial Advisers, 2015-2020; and Five Star Wealth Manager award, 2012-2020.

Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.

This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Rankings for the Financial Times 400 Top Financial Advisers list are based in large part on data gathered from and verified by Ameriprise Financial, and as identified by Financial Times, reflecting each advisor’s performance in six primary areas: assets under management, asset growth, compliance record, experience, credentials and accessibility. Ameriprise financial advisors were nominated by Ameriprise Financial. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Neither Ameriprise Financial nor its advisors pay a fee to Financial Times in exchange for the ranking.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One year client retention rate; 7.Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3)individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

My videos

9 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)