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Cameron M
Series 63, Series 65
West Des Moines, IA
Vivid Wealth Management, LLC
Cameron Mccarty is a financial advisor with Vivid Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Vivid Wealth Management since 2022 and previously was with Integrity Alliance, LLC for 11 years. Cameron is also active as an independent insurance agent and owns Vivid Tax Advisory Services, where he provides tax planning and financial services. Vivid Wealth Management serves individual and high-net-worth clients offering discretionary portfolio management and financial planning, utilizing ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical approaches and provides educational workshops and ongoing asset management with regular portfolio reviews and rebalancing.
Thomas B
CFA®, Series 63, Series 65
West Des Moines, IA
Vivid Wealth Management, LLC
Thomas Breitbach is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Vivid Wealth Management, LLC and has prior experience at Brokers Financial and Vivid Tax Advisory Services. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a variety of analytical approaches and typically uses ETFs, mutual funds, equities, and fixed income in client portfolios, offering both one-time financial plans and ongoing asset management.
Shera E
Series 65
West Des Moines, IA
Vivid Wealth Management, LLC
Shera Erickson is a financial advisor at Vivid Wealth Management, LLC in West Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining Vivid Wealth Management, she worked at Vivid Tax & Wealth Advisors and has experience outside the financial sector at Lenz Heating & Cooling. Vivid Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering both one-time financial plans and ongoing asset management. The firm employs a variety of analytical approaches and emphasizes ETF investments, providing regular portfolio reviews and educational workshops.
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