Chris Brefeld

Chris Brefeld

Portfolio Manager
Tampa, Florida, United States

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Work Experience

Trajan Wealth LLC

Portfolio Manager

2023-01-01 - Present

Fisher Investments

Investment Counselor Group Manager

2021-10-01 - 2023-01-01

Bank of Springfield

Vice President, LPL Financial Advisor

2016-06-01 - 2018-09-01

Merrill Lynch Wealth Management, Bank of America Corporation

Financial Advisor

2012-07-01 - 2016-06-01

Skills

money management income planning annuities insurance 401 planning retirement planning estate planning wills trusts tax planning stock market

Languages

English