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Brent M. Wise
AMERITAS ADVISORY SERVICES
Spokane Valley, WA 99206
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CRD#: 8043450
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Brent M WiseAMERITAS ADVISORY SERVICES
Professional summary
Brent M Wise, who also goes by Brent Michael Wise, Brent Wise, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Spokane Valley, Washington.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brent has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Brent Michael Wise | Brent Wise
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.
WISE CHOICE PLANNING, LLC; SAME AS BRANCH; INV REL; FIXED LIFE, FIXED ANNUITIES, AND EMPLOYEE BENEFITS PLANS, CONSULTING SERVICES RELATING TO ENTITY STRUCTURES, TRANSITION PLANNING, FINANCIAL PLANNING, PROFORMA MODELING, AND CAS FLOW PROJECTIONS; OWNER; START DATE=02/2024; HRS/MO=100; TRADING HRS/MO=40; ASSISTING FAMILY-OWNED BUSINESSES, THEIR OWNERS AND EMPLOYEES WITH COMPREHENSIVE FINANCIAL PLANNING, MAKE RECOMMENDATIONS ON THE STRATEGIES TO MEET THEIR FINANCIAL PLANNING GOALS AND NEEDS, IMPLEMENT THESE STRATEGIES USING INSURANCE PRODUCTS AND/OR ADVISORY SERVICES * WCP Tax Navigation, LLC; same as branch; inv rel; provide federal and state tax planning; Owner; start date=01/2026; hrs/mo=10; trading hrs/mo=5; client intake and information gathering, collect and organize client financial and tax related data, prepare and present tax planning opportunities to meet clients goals within the framework with the holistic financial plan
CRS (Client Relationship Summary) - RIA
Click below to view Brent M Wise's 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®
NoneExperience
Current
March 19, 2025 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 606 N Pines Rd Ste 201a, Spokane Valley, WA 99206RIA
CRD#: 317245
Spokane Valley, WA
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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 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
Washington(3/19/2025)
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Loading...
Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Spokane Valley, WA 99206TRUST BUT VERIFY
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