Brent Eugene Hippert
Professional Summary
Brent Eugene Hippert was a registered financial advisor. Brent was a previously registered financial professional and started their career in finance 1982 - 2025. Brent had worked at 31 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, Series 57TO, SIE, Series 44, Series 55, Series 15, Series 3, Series 5, Series 7, Series 9, Series 10, Series 14, Series 27, Series 4, Series 53, Series 28, Series 24 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
OSBORNE, ERIN LEIGH | WINLO MANAGEMENT GROUP, LLC | WINLO MANAGEMENT GROUP | STONECREST GLOBAL CAPITAL, LLC | STONECREST GLOBAL CAPITAL
Contact Information
Main Address
300 W 6th Street Suite 1550, Austin, TX 78701Mailing Address
300 W 6th Street Suite 1550, Austin, TX 78701Phone Number
(800) 688-3824Established
Puerto Rico since 01/15/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 44 — PCX Market Maker Exam
Passed Sep 2006Series 55 — Limited Representative-Equity Trader Exam
Passed Nov 1999Series 15 — Foreign Currency Options Examination
Passed Mar 1993Series 5 — Interest Rate Options Examination
Passed Dec 1982Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed May 1995About the Series 28 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Oct 1986Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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