Brayden Naef Email and Phone Number
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.
Mpc Advisers
View- Website:
- mpcadvisers.com
- Employees:
- 15
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Registered AssociateMpc Advisers Jun 2023 - PresentBrookfield, Wisconsin, United States -
Financial ParaplannerMpc Advisers Sep 2022 - May 2023Brookfield, Wisconsin, United States
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InternMpc Advisers Jun 2022 - Aug 2022Brookfield, Wisconsin, United States
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Co-Manager / Kennel AttendantWoofman'S Lodge Pet Resort Oct 2017 - Dec 2022Kenosha, Wisconsin, United States
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Boss DriverUniversity Of Wisconsin-Milwaukee Oct 2019 - Nov 2020Milwaukee, Wisconsin, United States
Brayden Naef Education Details
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Bachelor'S Degree
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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