Brayden Naef

Brayden Naef Email and Phone Number

Registered Associate | Financial Planning | Wealth Management @ MPC Advisers
Brookfield, Wisconsin
Brayden Naef's Location
Greater Milwaukee, United States
About Brayden Naef

Registered Associate currently employed at MPC Advisers, a financial advising firm in Brookfield, WI with over $1B in assets under management. Graduated from University of Wisconsin-Milwaukee with a BBA in Finance.Working alongside Leo C. Lesch, CFP®, CRPC®, our team helps clients align their financial goals and desires with their unique values, timelines, and risk tolerances. We establish comprehensive relationships, helping clients understand both the tax and estate implications as we work together to create and manage an investment plan. We especially enjoy working with entrepreneurs, small-business owners, and their families. We specialize in helping them create a cohesive plan that considers both their personal and business goals.Exams/Licenses:- SIE (Securities Industry Essentials) - FINRA- Series 7 (General Securities Representative Exam) - FINRA- Series 66 (NASAA Uniform Combined State Law Examination) - FINRATechnical Skills:- Wealth Management- Financial Planning- Analytical Thinking- MathematicsInterpersonal Skills:- Communication- Team-working- Conflict Resolution- Problem-solving- Decision-makingBrayden D. Naef is an assistant to Leo C. Lesch, CFP®, CRPC® who offers securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Brayden Naef's Current Company Details
MPC Advisers

Mpc Advisers

View
Registered Associate | Financial Planning | Wealth Management
Brookfield, Wisconsin
Website:
mpcadvisers.com
Employees:
15
Brayden Naef Work Experience Details
  • Mpc Advisers
    Registered Associate
    Mpc Advisers Jun 2023 - Present
    Brookfield, Wisconsin, United States
  • Mpc Advisers
    Financial Paraplanner
    Mpc Advisers Sep 2022 - May 2023
    Brookfield, Wisconsin, United States
  • Mpc Advisers
    Intern
    Mpc Advisers Jun 2022 - Aug 2022
    Brookfield, Wisconsin, United States
  • Woofman'S Lodge Pet Resort
    Co-Manager / Kennel Attendant
    Woofman'S Lodge Pet Resort Oct 2017 - Dec 2022
    Kenosha, Wisconsin, United States
  • University Of Wisconsin-Milwaukee
    Boss Driver
    University Of Wisconsin-Milwaukee Oct 2019 - Nov 2020
    Milwaukee, Wisconsin, United States

Brayden Naef Education Details

Frequently Asked Questions about Brayden Naef

What company does Brayden Naef work for?

Brayden Naef works for Mpc Advisers

What is Brayden Naef's role at the current company?

Brayden Naef's current role is Registered Associate | Financial Planning | Wealth Management.

What schools did Brayden Naef attend?

Brayden Naef attended University Of Wisconsin-Milwaukee.

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