Brett Vanantwerp
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Enterprise
Location
Syracuse, NY 13204
Credentials
Series 63, Series 65
Industry experience
19 years
About
Brett Vanantwerp is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He owns Cocojama LLC, which provides Medicare-related advice, and Income Tax Professionals LLC, a tax preparation and accounting business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs through a large network of investment adviser representatives.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Location
500 Plum St, Ste 301
Syracuse, NY 13204
Most active in
Brett V has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
LPL Enterprise
2024 - Present (2 years)
Prudential Insurance company of America
2006 - Present (20 years)
Pruco Securities, LLC.
2006 - 2024 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Robert J
CFP®, Series 63
Baldwinsville, NY
Main Street Wealth Management, LLC
Nancy G
Series 63, Series 65, Series 66
Syracuse, NY
Edward S. Green & Associates, LLC
Samuel K
Series 65
Syracuse, NY
Kraemer Capital Management LLC
Mattawe C
Series 63, Series 65
Marietta, NY
Clements Investment Management
Christopher D
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
Lucas S
Series 65
Syracuse, NY
LTS Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")