Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Brett Burchett, CFP®, CKA®, AIF®, CPFA® takes an unconventional approach by focusing on his client’s goals, values, and aspirations to provide financial advice to help them live a life on purpose. He is passionate about the intersection of faith and finance, and how money can empower clients to accomplish their life goals and dreams.
Born and raised in Lincoln, NE, Burchett developed an entrepreneurial spirit and a strong work ethic by starting work at age 10. Throughout his upbringing, he endured many hardships that inspired his curiosity about money and planning for unforeseen circumstances. With an eventual path to financial planning, he discovered that his vocational purpose is to help people steward their wealth so they can pursue significance and live the life they desire.
Burchett and his team at FP Wealth Management focus on tax planning, estate planning, and retirement income planning to provide value and service well above others in the industry.
He holds a degree in finance from the University of Nebraska-Lincoln and a certificate in financial planning from Northwestern University. He is heavily involved in the community, including Lincoln Berean Church, Junior Achievement of Lincoln, National Association of Insurance and Financial Advisors (NAIFA), Lincoln Rotary #14, and Kingdom Advisors.
770 N Cotner Blvd., Suite 411 Lincoln, NE 68505
(402) 454 7204
Brett@FP-Wealth.com
linkedin.com/in/brettburchett
fp-wealth.com
Brett Burchett, CFP®, CKA®, AIF®, CPFA®
Financial Advisor
FP Wealth Management
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Bio
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Profile
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Milestones
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2017–2018
2020
2021
2022
2024
Obtained insurance licenses as well as Series 7 and Series 66 licenses
Achieved 50%–100% year-by-year growth in new assets since 2018
2017–
2018
Received the Accredited Investment Fiduciary (AIF®) designation
2020
Completed his Financial Planning Certificate through Northwestern University
2021
Received Certified Financial Planner™ (CFP®) certification and the Certified Plan Fiduciary Advisor (CPFA®) designation
2022
Received Certified Kingdom Advisor (CKA®) designation
Helps lead an association of 500+ financial professionals
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.