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Brett Tomas Emmons

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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Advisor Information

Office location

15 Park Drive, Dover, DE, 19901

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brett is an Investment Advisory Representative at Vicus Capital, Inc. and a Financial Professional at Peter Oldziey & Associates, dedicating full-time hours to these roles; he also works as an insurance agent selling various fixed insurance products. Additionally, Brett is involved with several non-profit organizations and a coaching program, requiring minimal time commitments.

Employment History
Current Registrations
Vicus Capital, INC.
November 2018 - Present · 7 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2018 - Present · 7 yrs 5 mos
State Registrations14 states
CADEGAIAILINMDNCNJNYTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brett Tomas Emmons - Financial Advisor | AdvisorDiscover