Brett Pophal is a Wealth Operations Associate with a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater. They have worked as a Trader at Wipfli Financial Advisors and currently work as an Investment Manager at Creative Planning. They specialize in comprehensive wealth management services.
October, 2022 - present
Assistant Investment Manager at Rathbone Brothers
Investment Manager at Velo Capital
Real Estate Investment Manager at Walliance
Associate Investment Manager at Kairos Investment Management Company
Senior Investment Manager & LREA at Stone Real Estate