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Private Wealth Services & Investment Advisory | Blackbridge Financial | Brenda Speer, CFP®, ChFC®, CLU®
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Brenda Speer, CFP®, ChFC®, CLU®

Blackbridge Financial

“Investments are important, but our focus is on dreams, goals, and what is important to our clients and their families.”

 

Brenda Speer

Check the background of this investment professional

Phone: (931) 363-6336

Email: bspeer@nullbbridgefin.com

Address:

112 S 2nd St.

Pulaski, TN 38478

Brenda S. Speer, CFP®, ChFC®, CLU®

Financial Consultant

Brenda has been serving the Pulaski, Tennessee area for almost 20 years, focusing on retirement income planning and sustainable spending. She seeks to partner with her clients and provide a range of financial planning services. Her goal is to provide solutions for her clients to not only accumulate wealth, but to enhance their financial health. She counsels her clients on how to have a fulfilling retirement by assisting them with retirement spending and tax efficiency planning.

 

Brenda strives to be more than an investment manager for her clients and places her focus on her clients’ dreams & goals for life. She has 40 years of experience in small business planning, Medicare, and Long-Term Care. She also has taught Social Security planning classes for over 10 years.

 

A native of Pulaski, Brenda lives with her rescue pets – a Beagle named Lucy Lea and a cat named Ozzie.

Memberships:

NAIFA, FSP

 

Philanthropy:

Martin Methodist College Board of Trustees

Giles County Library Board of Trustees

 

Interesting Fact:

Brenda is a member of three Fox hunting clubs.

 

Education:

University of Tennessee, Knoxville, Finance and Banking, 1978

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Series 6

Investment Company Products/Variable Contracts Limited Representative

Held with LPL Financial

Series 7

General Securities Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance and LPL Financial

CFP®

CERTIFIED FINANCIAL PLANNERTM Practitioner

 

CLU®

Chartered Life Underwriter

 

ChFC®

Chartered Financial Consultant

 

Securities Registration States

FL, GA, KS, LA, MI, TN

Insurance Registration States

AL, TN

Office of Supervisory Jurisdiction

Independent Advisor Alliance

Charlotte, NC

Disclosure

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Blackbridge Financial is a separate entity from LPL Financial.

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