Brett Henderson - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Brett Henderson, Certified Founders Group Associate

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About Brett

Brett Henderson
email: brett@swe90.com
tel: (310) 491-7975
web: https://swe90.com/

 

AIF®, BFA™, CEPA®, CRPS®, CIMA®, CLU® , CPFA®

FOUNDER

As a prior US Marine Corps Officer, Brett brings a unique discipline to corporate finance. During his years of service Brett was an M1A1 tank officer, commanding and providing recommendations for the tactical employment of his unit. He graduated from Tulane University with a Bachelor of Science in Management and Accounting in 1998, and Boston University with a Master of Science in Business Administration in 2002. After his service as a Marine Officer, he began redirecting his firepower to helping business owners create, implement, and improve 401k and retirement plans. Brett has been in the corporate finance industry in excess of 18 years, working as an advisor for Merrill Lynch and UBS Financial Services, and earning industry recognition such as the 2017 NAPA Young Guns Award and being named Financial Times Top 401(k) Advisors in 2016 and 2017. With a desire to provide a more personalized approach without sales quotas or proprietary products, he founded Strategic Wealth Endeavor, Inc as an independent firm. When Brett isn’t serving his clients and the veteran community, he enjoys much of his time as a father with his son Lucas. He also enjoys exploring the desert and mountains in his Jeep.

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Strategic Wealth Endeavor, Inc. are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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