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Bret Alan Poland

Advisor at Raymond James Financial — Brush, CO

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Brush, CO 80723

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Bret Poland is a financial advisor with Raymond James Financial in Brush, Colorado, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has worked at Raymond James Financial since 2009 and is also a Board Member of a local hospital foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored, non-discretionary strategies supported by advanced analytical tools.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Brush, CO

301 Clayton Street

Brush CO 80723

Advisors at this office

1

Most active in

Colorado · Texas

Work history

28 years of industry experience

Bank of Colorado Investment Services-RJ

2017 - Present • 9 years

Brush, CO

Just What Grows Gardens Llc

2011 - 2019 • 8 years

Brush, CO

Raymond James Financial

2009 - Present • 17 years

Brush, CO

Bank Of Colorado

2008 - Present • 18 years

Brush, CO

Raymond James financial Services

2008 - Present • 18 years

Brush, CO

Edward Jones

2007 - 2008 • 1 year

Brush, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alexander S

Series 66

Fort Morgan, CO

Raymond James Financial

Alexander Strauss is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Morgan, Colorado, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of Colorado and American Family Insurance. He serves as a board member of the Sunrise Optimist Club, participating in monthly financial and project oversight meetings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal advisory services alongside specialized employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Mark H

Series 63, Series 66

Fort Morgan, CO

Edward Jones

Mark Hough is a financial advisor with Edward Jones in Fort Morgan, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, he is co-owner of Bodyfirm Fitness Center in Fort Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John C

Series 66

Brush, CO

Edward Jones

John Cable is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Cable served as chairman of the Baptist Foundation of Colorado and acted as clerk for the First Baptist Church in Otis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide advisor and branch network, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kyle B

Series 66

Fort Morgan, CO

Edward Jones

Kyle Bernhardt is a financial advisor at Edward Jones in Fort Morgan, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices, as well as its affiliated investment and lending capabilities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Marci W

Series 63, Series 66

Brush, CO

LPL Financial

Marci Wickham is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with LPL Financial since 2008, following two years at Raymond James Financial Services. Wickham Financial Inc., a separate business entity she operates, is noted for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Timothy G

CFP®, Series 63

Fort Morgan, CO

Edward Jones

Timothy Guggenmos is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1988, totaling 37 years of industry experience. He is based in Fort Morgan, CO. Outside of his advisory role, he serves as a co-trustee for a family trust managing his mother’s residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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