Bret C. Everson

MY PROSPER TEAM

LEHI, UT 84043

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CRD#: 8020659

Professional summary

Bret C Everson, who also goes by Bret Everson, is a registered financial advisor currently at MY PROSPER TEAM located in Lehi, Utah.

Bret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Bret has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bret Everson

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 Bret C Everson'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

February 3, 2025 - Present

MY PROSPER TEAM

Office #1: 3200 Club House Dr. Suite 125, Lehi, UT 84043

RIA

CRD#: 311144

LEHI, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MY PROSPER TEAM

MY PROSPER TEAM | PROSPER WEALTH SOLUTIONS, LLC | PROSPER WEALTH SOLUTIONS

CRD#: 311144 / SEC#: 801-119753

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

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

Utah
(2/3/2025)

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 65

Date: 1/28/2025

Uniform Investment Adviser Law Examination

Current Firm

MY PROSPER TEAM

MY PROSPER TEAM | PROSPER WEALTH SOLUTIONS, LLC | PROSPER WEALTH SOLUTIONS

CRD#: 311144 / SEC#: 801-119753

RIA

Registered Investment Advisory firm - (11/9/2020 Approved)

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Contact information

Main Address

3200 Club House Dr. Suite 125, Lehi, UT 84043

Mailing Address

Phone number

(801) 889-1341

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MY PROSPER TEAM ADV 2A - MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	435
AUM (Assets Under Management)	$ 52,508,000

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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Bret C. Everson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bret C Everson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY PROSPER TEAM

Primary Firm SEC Registration

MY PROSPER TEAM

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2025

Current Firm

MY PROSPER TEAM

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MY PROSPER TEAM

TRUST BUT VERIFY

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