Advisor at Comprehensive Wealth Management
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Firm
Comprehensive Wealth Management
Location
Lynnwood, WA 98037-4757
Credentials
CFP®, Series 66
Industry experience
22 years
Brian Lockett is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is a lead advisor and vice president at Comprehensive Wealth Management, where he has worked since 2002, and was previously with Independent Financial Group LLC. Outside of his advisory role, Lockett serves as a board member of the Washington State University Foundation and is a 50% owner of B&S Lockett, Inc. He also volunteers with the Association of Financial Educators, conducting financial workshops. Comprehensive Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and retirement accounts. The firm employs proprietary model-based strategies that incorporate ETFs, mutual funds, tactical allocations, and Direct Indexing, while also providing ongoing monitoring and reporting on a householded basis.
Based on Comprehensive Wealth Management
Based on Comprehensive Wealth Management
Fixed fees may apply for certain financial planning or consultation services beyond general scope
0.5% - 2% annually (blended tiered rate based on asset levels)
Insurance commissions received by investment advisor representatives for insurance product sales
Hourly charges may apply for advice on matters not involving securities or beyond general financial planning scope
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,750, which may be reduced or waived at discretion
3500 188 Th St Sw, Suite 102
Lynnwood, WA 98037-4757
California · Colorado · Idaho · Oregon · Washington
Independent Financial Group LLC
2013 - Present (13 years)
Comprehensive Wealth Management, LLC
2002 - Present (24 years)
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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