1-888-631-8166

Brett Maloney

Financial Advisor

Brett was born and raised in Alexandria, Minnesota. He graduated from South Dakota State University with a Bachelor’s Degree in Business Economics and commissioned as an officer into the United States Air Force. He served three years abroad in England and also acquired a Master’s Degree in International Relations from the University of Oklahoma. 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, watching sports, and playing golf.

320-762-7744 Direct Phone
320-762-2343 Fax Number

Services & Client Experience

As an independent financial advisor, Brett believes in the importance of finding solutions for his clients individualized needs. Every person has a unique financial situation, and therefore, should be treated as such. Dedicated towards building relationships, Brett is committed to understanding every client’s personal financial situation and creating a strategy that meets the needs of their changing life.

 

Brett specializes in the following areas:

  • Retirement Planning
  • College Funding
  • Money Management
  • Life Insurance
  • Estate Planning
  • Tax Reduction
  • Risk Management

Address

307 N. Nokomis Street, Suite 112
Alexandria MN 56308