Zimmerman Wealth Management
43yrs
Top advisor by experience in Evanston
24yrs
Brett Larson is a fiduciary financial advisor in Evanston, Illinois, with 24 years in the industry. Brett joined Romano Wealth Management in 2013, a firm offering financial planning and investment management. Brett holds the CFP® designation.
One of 103 advisors with offices in Evanston, and one of 97 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors in Illinois
Office1560 Sherman Avenue Suite 1300, Evanston, IL 60201
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.55 million
Advisors at the firm11
States licensed ?2 states
Services through Romano Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowRomano Brothers and CompanyCurrent firm
Questions to ask Brett
Tailored to Brett’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brett
How do I contact Brett?
Call Romano Wealth Management at 847-866-7700 and ask for Brett Larson. Brett works from the Evanston, IL office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2003, about 24 years. More experience than 69% of advisors in Illinois.
What licenses does Brett hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Romano Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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