Wells Fargo Advisors
39yrs
Top advisor by experience in Oakbrook
23yrs
Bret Petersen is a fiduciary financial advisor in Oakbrook, Illinois, with 23 years in the industry. Bret joined Rothschild Wealth in 2026, after six years at Wells Fargo Advisors and nine years at UBS Financial Services. Rothschild Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Oakbrook, and one of 33 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 74% of advisors at Rothschild Wealth
Office700 Commerce Drive Suite 170, Oakbrook, IL 60523
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$443,079
Advisors at the firm27
States licensed ?1 state
Services through Rothschild Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowRothschild Wealth LLCCurrent firm
- 2019 – 2026Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2019UBS Financial Services Inc.Previously
- Jun 2009 – Apr 2011Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
- 2003 – 2006Morgan Stanley DW Inc.Previously
Questions to ask Bret
Tailored to Bret’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Bret
How do I contact Bret?
Call Rothschild Wealth at 630-448-5711 and ask for Bret Petersen. Bret works from the Oakbrook, IL office.
How long has Bret been a financial advisor?
Bret has been in the industry since 2003, about 23 years. More experience than 74% of advisors at Rothschild Wealth.
What licenses does Bret hold?
Series 66. Tap any license on this page to see what it allows.
Is Bret a fiduciary?
Bret is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bret paid?
Rothschild Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Bret 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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