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Brett Vandervort, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Brett Vandervort

Financial Advisor

Latitude Wealth Advisory
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans
  • Charitable Giving
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits

Education

  • B.S. in Finance, Oklahoma Baptist University, Shawnee, OK

Interests

I have a border collie-lab mix named Korra.  I love traveling, especially to other countries to explore their culture and cuisine.  Here are a few of my other interests:

  • Weight Lifting
  • Backpacking
  • Video & Board Games