Brett Ketvertis has over 15 years of financial advisory experience. He joined Lincoln Financial Advisors in 2014 to enhance his financial planning capabilities for his clients. In addition to financial planning, Brett has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance, Disability Income, and Long-Term Care.
Brett’s practice is focused on helping successful families and small business owners towards achieving financial independence and security. He helps clients achieve this through a thorough fact finding process and needs-based solutions. He acquired his Chartered Life Underwriter (CLU®) designation in 2006 and the Chartered Financial Consultant (ChFC®) designation in 2008. He is a registered representative and investment advisor representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor and has his FINRA series 7, 6, 63 and 65 securities registrations.
Brett is a member of the National Association of Insurance and Financial Advisors, and a member of the Cleveland chapter of the Society of Financial Service Professionals. He has been a member of the Million Dollar Round Table and has won several awards, including the National Quality Award for Life Insurance Best Practices, and Financial Representative of the year in 2007 for the Northern Ohio group.
Brett resides in Olmsted Falls with his wife, Heidi, and sons, Drew and Ian. While not working, Brett enjoys golf, cycling, and exercise.
The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Brett Ketvertis applied for membership and a fee of $550 was paid to be a member.