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Brett D White, Private Wealth Advisor serving the Oakbrook Terrace, IL area - Ameriprise Advisors

Brett D White

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Ardent Wealth Advisors
33
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 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

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

Education

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

Awards & recognition

  • Ardent Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Barron’s Top 1,200 Financial Advisors, 2022 - 2024
  • Forbes Best-in-State Wealth Advisors, 2019 - 2023
  • Five Star Wealth Manager, Chicago Magazine, 2012 - 2023
  • Ameriprise Chairman's Advisory Council, 2019 - 2023
  • Ardent Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023
  • Ameriprise Circle of Success, 1999 - 2023
  • Financial Times 400 Top Financial Advisers, 2015 - 2020

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.

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.

Honored to be recognized in Barron’s

I’m thrilled to share that I’ve been included on the 2024 Barron’s Top 1,200 Financial Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.