Josh Brein

Investing, Insurance, Lifestage Based Planning
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“Joshua Brein, President and Founder of Brein Wealth Management, LLC, is committed to the creation of comprehensive financial plans for individuals and families covering everything from budgeting 101 to investing for retirement.”
Firm:

Brein Wealth Management, LLC

Job Title:

President and Founder

Biography:

Josh Brein, President and founder of Brein Wealth Management, LLC believes his greatest gift is his family. He also believes in taking care of those that depend on you. We feel that this approach makes Brein Wealth Management unique to many financial firms in the market-place today, we care how you feel. Seriously, we care about what worries you, we care about helping you plan around your questions and your concerns about your money. We also care about you having a say in how your money is invested, spent and organized.

We are not satisfied with the status quo of the DIY financial movement or the traditional financial services industry. We look to stay up on technology both from a compliance standpoint to protect our client's privacy and secure financial information, but also from a firm-development standpoint as well. We seek out ways to utilize technology wherever we can and work alongside companies that provide tools for our clients that help us stay connected to them while addressing their own unique needs for planning with money and investing.

The result of us doing things differently than most is really pretty simple. We offer easy to understand, comprehensive financial planning solutions for anyone who needs help understanding the tools that are available to them. Our plans are custom tailored to meet your custom needs and we don't use complicated industry jargon. As a fiduciary, Brein Wealth Management is legally required to place our client’s best interests in front of our own and Josh Brein is proud to have been involved in owning and operating two different independent registered investment advisory firms since 2011.

Fee Structure:

Hourly

CRD Number:

5291902

Insurance License:

#828038

Disclaimer:

Brein Wealth Management, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Advisory services are offered by Brein Wealth Management, LLC. Insurance products and services are offered through Brein Financial, LLC. Brein Wealth Management, LLC and Brein Financial, LLC are affiliated companies. Brein Wealth Management, LLC and Brein Financial, LLC and Joshua Brein are not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions. Exclusive. Unauthorized use of the material is prohibited.

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    Stocks
I'm new to this. Can I sell or buy stock by myself?
72% of people found this answer helpful

Yes, you can definitely buy and sell your own stocks.

When buying or selling stocks on your own I always recommend that people use an online brokerage platform. There are a few that offer really great services like; Vanguard, Schwab, Scottrade and also Fidelity.

If you're new to investing you can also purchase securities directly through a broker. The advantage to doing things this way is that you will have someone that you can consult with and make sure that your stock picks are in line with your risk tolerance and investment time horizon. The downside is, when you work with a broker you have to pay brokerage fees.

People who pick out individual stocks love the do-it-yourself capabilities of the above online brokerage services. So if you're concerned about something like fees, then this may be a really good way to cut down on paying extra fees and expenses that one would normally incur working with a broker.

Good luck!

September 2016
    IRAs
How can I fund A Roth IRA if my income is too high to make direct contributions?
69% of people found this answer helpful
September 2016
    Investing
What is the difference between investing and trading?
61% of people found this answer helpful
October 2016
    Investing, Starting Out
What is the best investment vehicle for a 20 year old?
48% of people found this answer helpful
October 2016
    IRAs, Stocks
Can I trade commodities in an IRA account?
40% of people found this answer helpful
September 2016