Brett McMillan
Sr. Commissions Analyst at CreativeOne Securities- Claim this Profile
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Topline Score
Bio
Cait Bieker
Brett is a dear friend and a true professional. His passion for his clients and their needs is both obvious and honest. He is completely thorough when talking about financial options and breaking down the complexities that they can present. Discussing finances can be both stressful and overwhelming, but Brett always makes a point to make the conversations comfortable and clear. I would recommend him 100x over!
LinkedIn User
Brett is both a friend and a trusted advisor. How I manage my finances in the short and long term is extremely important to me and friendship alone won't get me to work with someone - they have to have the knowledge as well. I've been blessed by how much Brett cares about my goals and my objectives and then takes those into account when he provides me with expert guidance. Brett's diverse breadth of knowledge gives me confidence that he is selecting the best tools to help me achieve what I need and want to. Northwestern Mutual is always a company I wanted to do business with but I never found someone that I trusted in the way that I trust Brett. Navigating financial waters can be complex given that there are so many unknown variables at play. Fortunately, there are people such as Brett that can help make that process better.
Cait Bieker
Brett is a dear friend and a true professional. His passion for his clients and their needs is both obvious and honest. He is completely thorough when talking about financial options and breaking down the complexities that they can present. Discussing finances can be both stressful and overwhelming, but Brett always makes a point to make the conversations comfortable and clear. I would recommend him 100x over!
LinkedIn User
Brett is both a friend and a trusted advisor. How I manage my finances in the short and long term is extremely important to me and friendship alone won't get me to work with someone - they have to have the knowledge as well. I've been blessed by how much Brett cares about my goals and my objectives and then takes those into account when he provides me with expert guidance. Brett's diverse breadth of knowledge gives me confidence that he is selecting the best tools to help me achieve what I need and want to. Northwestern Mutual is always a company I wanted to do business with but I never found someone that I trusted in the way that I trust Brett. Navigating financial waters can be complex given that there are so many unknown variables at play. Fortunately, there are people such as Brett that can help make that process better.
Cait Bieker
Brett is a dear friend and a true professional. His passion for his clients and their needs is both obvious and honest. He is completely thorough when talking about financial options and breaking down the complexities that they can present. Discussing finances can be both stressful and overwhelming, but Brett always makes a point to make the conversations comfortable and clear. I would recommend him 100x over!
LinkedIn User
Brett is both a friend and a trusted advisor. How I manage my finances in the short and long term is extremely important to me and friendship alone won't get me to work with someone - they have to have the knowledge as well. I've been blessed by how much Brett cares about my goals and my objectives and then takes those into account when he provides me with expert guidance. Brett's diverse breadth of knowledge gives me confidence that he is selecting the best tools to help me achieve what I need and want to. Northwestern Mutual is always a company I wanted to do business with but I never found someone that I trusted in the way that I trust Brett. Navigating financial waters can be complex given that there are so many unknown variables at play. Fortunately, there are people such as Brett that can help make that process better.
Cait Bieker
Brett is a dear friend and a true professional. His passion for his clients and their needs is both obvious and honest. He is completely thorough when talking about financial options and breaking down the complexities that they can present. Discussing finances can be both stressful and overwhelming, but Brett always makes a point to make the conversations comfortable and clear. I would recommend him 100x over!
LinkedIn User
Brett is both a friend and a trusted advisor. How I manage my finances in the short and long term is extremely important to me and friendship alone won't get me to work with someone - they have to have the knowledge as well. I've been blessed by how much Brett cares about my goals and my objectives and then takes those into account when he provides me with expert guidance. Brett's diverse breadth of knowledge gives me confidence that he is selecting the best tools to help me achieve what I need and want to. Northwestern Mutual is always a company I wanted to do business with but I never found someone that I trusted in the way that I trust Brett. Navigating financial waters can be complex given that there are so many unknown variables at play. Fortunately, there are people such as Brett that can help make that process better.
Credentials
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Series 6
FINRA -
Series 63
FINRA -
Series 7
FINRA
Experience
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CreativeOne Securities
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United States
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Investment Management
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1 - 100 Employee
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Sr. Commissions Analyst
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Oct 2022 - Present
• Processes commissions due to advisors and registered representatives • Compiles, reviews, and quantifies daily commissions volumes and ensure that resources are properly aligned • Ability to demonstrate accuracy and thoroughness; provide analysis of application to ensure a quality output • Create commission payout reports • Answer commission questions from advisors and registered representatives • Able to provide guidance to team members for the appropriate process for escalation of agent concerns or questions • Set up new advisors and registered representatives on internal systems. • Conduct virtual training • Assist in annual audit preparation and process • Works directly with Commissions Director on special projects Show less
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Melton Wealth Partners
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Leawood, Kansas, United States
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Associate Financial Advisor
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Mar 2021 - Nov 2022
Build client relationships based upon developing strategies to best meet their financial goals Build client relationships based upon developing strategies to best meet their financial goals
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RPS FINANCIAL GROUP INC.
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Olathe, Kansas
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Financial Advisor
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Sep 2017 - Mar 2021
I help clients with financial planning in all stages of life I help clients with financial planning in all stages of life
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Truity Credit Union
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United States
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Financial Services
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100 - 200 Employee
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Member Consultant
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Jun 2014 - Sep 2017
• Open checking and savings accounts for new members • Assist members with daily account questions, complaints, and needs • Achieved my annual sales and referral goals every year • Led the Lawrence market in overall loan volume and buy-outs in 2016 • Obtained the Unsurpassed Service award twice for the Lawrence Market • Initiate power teams with other employees to strengthen their work performance • Conducted multiple presentations to educate staff on products and services • Trained staff on how to use our loan application and funding system • Assisted members with questions or issues with their mortgages after closings • Manage and create weekly loan reports for the Lawrence Market Show less
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Education
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The University of Kansas
Bachelor of Arts (B.A.), Psychology -
The University of Kansas
Associate's degree, Business