Advisor at Monarch Wealth Strategies
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
Monarch Wealth Strategies
Location
Santa Maria, CA 93455
Credentials
Series 63, Series 66
Industry experience
20 years
Up to $30,000 maximum flat fee for financial planning and consulting services
Up to 1.95% annually (maximum, negotiated individually)
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee
Monarch Wealth Strategies
2020 - Present (6 years)
Monarch Wealth Strategies
2018 - 2020 (2 years)
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER)
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Santa Maria, CA
Edward Jones
Series 66
Nipomo, CA
Edward Jones
Series 63, Series 65
Nipomo, CA
Merrill
Brett Zimmer is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients on the Central Coast since 1986. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brett holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Business Administration from Cal Poly State University in San Luis Obispo, CA. Brett has lived on the Central Coast since 1980, where he and his wife, Karen, have raised their four children. In addition to his professional work, Brett serves on the board of his local church. He enjoys a variety of sports and outdoor activities including baseball, football, golfing, hiking, racquetball, swimming, and table tennis.
Series 66
Santa Maria, CA
Edward Jones
CFP®, Series 63, Series 65
Santa Maria, CA
Benedetti Financial, Inc.
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
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