Brett J. Schumbacker

EVERTERN WEALTH

Sarasota, FL

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CRD#: 7013541

Professional summary

Brett Jordan Schumbacker is a registered financial advisor currently at EVERTERN WEALTH, LLC located in Sarasota, Florida.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brett has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Jordan Schumbacker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 20, 2026 - Present

EVERTERN WEALTH, LLC

RIA

CRD#: 340830

Sarasota, FL

Past

September 9, 2019 - April 10, 2026

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SARASOTA, FL

Past

April 24, 2019 - April 10, 2026

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SARASOTA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/24/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/1/2019

Securities Industry Essentials Examination

Current Firm

EVERTERN WEALTH, LLC

EVERTERN WEALTH | EVERTERN WEALTH, LLC

CRD#: 340830 / SEC#: 801-135576

RIA

Registered Investment Advisory firm - (3/31/2026 120-Day Approval)

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Contact information

Main Address

4501 Tamiami Trail N Suite 100, Naples, FL 34103

Mailing Address

Phone number

(239) 508-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERTERN WEALTH ADV PART 2A (4/1/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brett J. Schumbacker

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Jordan Schumbacker's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERTERN WEALTH, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2019

Series 7TO

Date: 4/24/2019

SIE

Date: 3/1/2019

Current Firm

EVERTERN WEALTH, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

EVERTERN WEALTH, LLC

TRUST BUT VERIFY

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