Brett Maloney, CFP^®

Focus Areas

Comprehensive Financial Planning

Insurance Planning

College Planning

Tax Reduction

Estate Planning

About the Financial Advisor

Brett is a part of the Lakes Area Group. As an independent financial advisor, he believes in the importance of finding answers for his client’s individualized needs. Every person has a unique financial situation, and therefore, should be treated as such.

He focuses on serving his clients in Alexandria, MN.

Brett serves his clients by understanding their needs and leveraging the latest technology to create a personal financial strategy for their changing life.

Education and Designations

• University of Oklahoma, Master’s Degree, International Relations
• South Dakota State University, Bachelor’s Degree, Business Economics
• CFP^® – Certified Financial Planner^™
• Series 7 & 66 licenses
• Life Insurance license

Personal Life

Brett was born and raised in Alexandria, Minnesota. After he graduated from South Dakota State, Brett was commissioned as an officer in the United States Air Force. He served three years abroad in England. After his honorable discharge from military service, Brett felt that becoming a financial advisor still allowed him to follow his passion for serving others.  Away from work, he enjoys hunting and fishing, cheering on the Green Bay Packers and Minnesota Wild, and traveling with his wife.