Brett Palmquist

Like a good biography, everyone has a story to tell. Our pasts shape our future and that’s where real history is made. As a history enthusiast, I love to learn about people’s backgrounds just as much as historical events that have transpired over generations.

As a Financial Advisor, I am naturally intrigued by the history of the market and knowing my clients on a level that helps me understand what brought them to me. I enjoy helping people manage their wealth with a process that has been refined through many different economic cycles.

I began as a Financial Advisor 1999. More than 20 years later, I remain committed to assisting individuals, families and businesses with their investment and financial planning needs in such areas as:

  • Financial Planning
  • Retirement Income Planning
  • Managing Concentrated Stock Positions
  • Managing Risk
  • Tax Planning
  • Asset Allocation
  • Professional Asset/Money Management

Wealth accumulation should yield more than large numbers on a financial statement. It should offer people the freedom to have all their needs, most of their wants, and some of their wishes fulfilled.

I strive to provide my clients the clarity they need to feel successful in their endeavors. I live in Bonny Slope with my wife Ava, and sons Evan and Alec. I coach kids’ basketball, and I love the Ducks and professional football. I’m active in my community and enjoy tennis and volleyball.

If you would like to know more about retirement strategies, stocks, or general financial planning, give me a call or email. We can discuss the past and chat about your future!

Qualifications: holds series 7, 63 and 66 securities licenses; life, long-term care and health insurance licensed with variable endorsements.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

AWMA® is a service mark of the College for Financial Planning®. CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.