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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-07-2020
- Office Locations
- 1
Office Locations
About Berets Financial Services LLC
Berets Financial Services LLC is a Washington-registered RIA led by IRS Enrolled Agent Lantz Berets. The firm delivers holistic financial planning—budgeting and debt reduction, retirement/IRA setup, and investment guidance—alongside tax planning and accurate return preparation with IRS representation when needed. Also offers life and health insurance solutions, and primarily implements portfolios with ETFs (Interactive Brokers custodian).
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Owner & Executives
Lantz Jefferson Berets
Insurance Agent, President
- CRD
- #7208687
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $997,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $997,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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