![Brett Patrick Larson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Brett P.
Larson is a Portfolio Manager at Romano Brothers & Co.
He joined Romano Brothers in 2006 after two years as a Personal Banker at J.P.
Morgan Chase Bank.
He received his undergraduate degree from the University of Iowa and holds Certified Financial Planner certification and his licenses include the FINRA Series 6, 7, 63 and 65.
| Sociétés | Poste | Début |
|---|---|---|
Romano Brothers & Co.
 Romano Brothers & Co. Investment ManagersFinance RWM aims to preserve the investor's capital. The firm offers active and passive investment management, financial planning, and brokerage services. Their actively managed clients typically invest in common stock, tax exempt bonds, government securities, corporate bonds, certificates of deposit, stock options, mutual funds, exchange traded funds, unit investment trusts, and other derivative securities such as reverse convertible notes. They are generally long-term, conservative, value-oriented investment managers. RWM’s passively managed accounts invest in a blend of exchange traded funds (ETFs) as sub-managed by Wells Fargo Allocation Advisors. | Gestionnaire de Portefeuille-Actions | 01/01/2006 |
Actives
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Sociétés cotées
Entreprise privées
| Entreprise privées | 2 |
|---|---|
Romano Brothers & Co.
Romano Brothers & Co. Investment ManagersFinance RWM aims to preserve the investor's capital. The firm offers active and passive investment management, financial planning, and brokerage services. Their actively managed clients typically invest in common stock, tax exempt bonds, government securities, corporate bonds, certificates of deposit, stock options, mutual funds, exchange traded funds, unit investment trusts, and other derivative securities such as reverse convertible notes. They are generally long-term, conservative, value-oriented investment managers. RWM’s passively managed accounts invest in a blend of exchange traded funds (ETFs) as sub-managed by Wells Fargo Allocation Advisors. | Finance |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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