venice bret tackett

venice bret tackett

president and private wealth manager

About

Bret is Founder and President of Tackett Wealth Management. He specializes in private asset management for select retirees and entrepreneurs. Unlike typical financial advisors at banks and brokerage firms, Bret has a fiduciary obligation to always place his clients' interests ahead of his own. Disclaimer: Registration with the SEC, the State of Florida, or any other authority as a "registered investment advisor" does not imply a certain level of skill or training. Investing in securities always involves risks, including the potential of losing money. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Tackett Wealth Management does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. For detailed information about our firm, please request a copy of our firm brochure. Additional information is also available on the SEC's website at www.adviserinfo.sec.gov.

Country

united states

City

venice

Industry

investment management

Skill

private asset management, retirement planning, personal financial planning, information technology, certified financial planner

Experience

nortel

business analyst

nortel

2000-6 - 2001-7 · 1 yr 2 mos
wells fargo advisors

financial advisor

wells fargo advisors

2001-9 - 2009-5 · 7 yrs 9 mos

formerly A.G. Edwards & Sons, Inc.)

tackett wealth management

president and private wealth manager

tackett wealth management

2009-5 - Present · 17 yrs 5 mos

Education

university of florida

university of florida

business

1997-1 - 1999-1 · 2 yrs 1 mo
university of central florida

university of central florida

general studies

1996-1 - 1997-1 · 1 yr 1 mo
college for financial planning

college for financial planning

2006-1 - 2007-1 · 1 yr 1 mo
university of florida

university of florida

business

1999-1 - 2000-1 · 1 yr 1 mo

venice bret tackett's Contact Information

Email

******@***.com

Phone

(**) *** ****

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