Bret S. Eberhardt, Masters of Business Administration (MBA), is a Wealth Manager and President of Eberhardt Wealth Management, LLC. He serves as a trusted professional to his clients,
helping both individuals and organizations successfully achieve their financial goals.
Bret earned his Bachelor of Arts degree from Washington University in St. Louis,
Missouri. In addition, he earned his Masters of Business Administration degree
from the Leeds School of Business at the University of Colorado, Boulder. He holds
FINRA securities licenses 7 and 66. He maintains his Colorado Life, Accident and Health Insurance
licenses, as well as his Long Term Care certification.
Bret’s life revolves around his beautiful wife, Grace, and wonderful son, Brandt. He
was born and raised in Colorado and has grown to love all this beautiful state has to
offer, including skiing, biking, golfing, hiking and sitting by a warm fire on a cool
mountain evening.
Bret also provides on-site financial advice to members of the Colorado Credit Union at their three metro area locations in Littleton, Brighton, and downtown Denver.
Check the background of Bret Eberhardt here: Broker Check
Fall Break 2020 in Breckenridge, CO
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Securities and investment advisory services provided through Geneos Wealth Management Inc., member FINRA, SIPC
Check the background of Bret Eberhardt here: Broker Check
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