Brett RICHARD Polzin is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with ZINRETT FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ZINRETT FINANCIAL SERVICES, LLC | 2023-08-08 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2023-02-10 | 2023-06-12 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2021-04-01 | 2022-04-01 | — |
| EQUITABLE ADVISORS, LLC | 2020-09-03 | 2021-02-08 | — |
| EDWARD D. JONES & CO., L.P. | 2013-09-10 | 2015-10-01 | — |