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Our financial advice team


Brett D White

Brett D White

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Ardent Wealth Advisors
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 8 reviews

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

Areas of focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Small Business

Interests

I have always held the Motto "Leave the earth in a better place than when you arrived" Being a positive influence to my family, my clients and my friends is a core value of mine.

On a personal note, I am married to Jill, whom many of you know. We have one darling daughter, Addison.

I love team sports. The synergistic team work towards a common goal is a wonderful thing. I love to compete, am willing to get my "hands dirty" if it helps the team accomplish its mission.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Wealth Advisors, 2019 - 2021
  • Financial Times 400 US Financial Advisors, 2015 - 2020
  • Five Star Wealth Manager, Chicago Magazine, 2012 - 2020
  • Ameriprise Circle of Success, 1999 - 2020
  • Ameriprise Chairman's Advisory Council, 2020-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, Economics, Northern Illinois University, 1987-1990
Newsletter

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Community participation

Have volunteered for Northern Illinois Food Bank and Feed My Starving Children

Frequent contributor to Meals on Wheels

Have established a College Scholarship Fund for qualified individuals for Tuition and Fees.