Brett A. Lange
Senior Wealth Advisor and Managing Partner
Brett is Senior Wealth Advisor and Managing Partner at V Wealth. He specializes in investment, retirement and estate planning for high-net worth individuals, families, endowments and foundations.
In July of 2009, he and his partner Thomas Blumer started V Wealth. Prior to starting the business, he was Vice President and Financial Advisor at UBS Financial from 2008 to 2009. He served as Vice President and Financial Advisor with Bank of America from 2000 to 2008. Brett currently holds Series 7, 63 and 65 securities registrations with LPL Financial.
Brett graduated from the University of Iowa with a Bachelor of Science in Business Administration, Finance.
Our Services
We specialize in comprehensive financial and investment management for individuals, families, executives and entrepreneurs. Our in-depth knowledge and multiple services help our clients carefully manage their finances and retirement.
Schedule a Consultation
We welcome the opportunity to discuss your financial needs. Call us to schedule an appointment.