History

Brett's financial education dates back to high school when a mentor encouraged him to pursue a degree in either economics or finance. He started interning for the company during his second year of college and went to work full time after graduation. Two years into the job, he realized this was the industry he wanted to work in, but not that particular segment, so he left to work for Jackson National in Denver. Throughout the years, Bengtson has managed and coached advisors and sold investment products. 

Now a husband and father with a young family, Bengtson wanted to spend more time at home. When the opportunity came to acquire a book of business from a former partner, the time was right to open his own office. In November 2016, he launched Bengtson Wealth Management.

“The prospect of really getting into this industry right here in the backyard where I grew up -- serving the community that has been so good to me and my family -- was really a draw to me,” he said. “I would say that I got into this business because I truly believe there’s a noble aspect to it. I feel like each and every day, I have marching orders to help people with something that a lot of times they stress about more than they do their health. The opportunity to get up and do that every day, even in the short time I’ve been in this role, I’ve figured out what I want to do when I grow up. I really have a passion for it and it is so fulfilling. It’s more than just a paycheck or a career. To me, it’s becoming a mission. We’re here to help people and we’re here to grow with people.” - Brett Bengtson

 

LPL Financial Advisor

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BRETT BENGTSON

OWNER/OPERATOR OF BENGTSON WEALTH MANAGEMENT

Raised in Arvada, Brett attended Vanderhoof Elementary, Drake and Oberon Middle Schools, and ultimately graduated from Arvada West High School in 1999. While growing up Brett’s childhood was spent either watching his two older brothers, or participating himself in baseball, basketball, football, soccer, wrestling, or track. Brett continued his athletic pursuits through high school at Arvada West where he played on the baseball and basketball teams. After a brief stint at Central Arizona College, and a year spent studying abroad in Uppsala, Sweden, Brett went on to graduate from the University of Colorado at Boulder with a Bachelors Degree in Finance, a Minor in Economics, and an International Business Certificate in 2004.  

Before beginning his career in Finance, Brett worked his way through college as a Bellman at the Oxford Hotel in Denver. Helping the hotel patrons of the oldest hotel in Denver is where Brett received his education in Customer Service. After the Oxford Brett began his career in Finance during his Junior year of College when he interned at Stifel Nicolaus, Inc in downtown Denver. Brett began working for Jackson National in 2005 where he enjoyed a stint of over 11 years with either Jackson National, or National Planning Holdings (formerly a wholly owned subsidiary of Jackson National), and in November of 2016 Brett founded Bengtson Wealth Management. 

Brett's personal life revolves around his family and friends. Brett married the love of his life Lisa in October of 2014, and soon thereafter they returned to Arvada from downtown Denver in February of 2015. In December of 2015 Brett and Lisa welcomed their oldest son (Beau) into the world, and have since welcomed their second son Beckett on May 30th, 2018! These days Brett’s pursuits revolve around keeping Arvada a great place to live for his family, specifically his two sons and four Nephews who are growing up in Arvada. He serves on the Board of Directors for the Arvada West High School Alumni Foundation as well as for the APEX Foundation, is a Member of the Arvada Chamber of Commerce, and was selected to be a participant in the 2017 Leadership Arvada Program. Brett enjoys spending his free time being active, cheering on one of Denver’s Professional Sports Teams, hanging out with family and friends, going on dates with his wife Lisa in Olde Town Arvada, and wrestling with Beau and Beckett :)

Education

ARVADA WEST HIGH SCHOOL - 1999

UNIVERSITY OF COLORADO - Finance, 2004

Qualifications

• Series 7, 24, 63, & 66

 

MARKETING DIRECTOR

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LISA BENGTSON

Lisa was born and raised in Westmoreland, Kansas. Her childhood was spent chasing her three older siblings on the family farm. In high school, Lisa was very busy with year-round athletics and many high school organizations such as FCCLA, National Honor Society and Teens as Teachers, to name a few. When her older brother went off to college, she took over his lawn mowing business.  

Lisa attended Johnson County Community College in Kansas City, Kansas on a track and field scholarship, until a career ending injury. Soon after the injury Lisa transferred to Kansas State University where Lisa obtained her Bachelors of Science in Kinesiology and a Minor in Business. Lisa moved to Denver after graduating and worked as a personal trainer while completing the University of Colorado Hospital Sonographer Program. 

Upon completion of the Sonography Program Lisa began her career as an Ultrasound Sonographer at Platte Valley Medical Center in Brighton. When Lisa became a Mother she scaled her Ultrasound work back to part time, and at the same time became the Marketing Director for Bengtson Wealth Management! 

Lisa takes on many roles but her favorites are being a wife to Brett, and a “Boymom” to their two beautiful boys (Beau & Beckett) who keep her on her toes daily! Lisa also enjoys cheering on her Kansas State Wildcats in football, traveling back to Kansas to visit family and friends, visiting wineries, hosting social events, and exploring new places with Brett and the Boys!

Education

ROCK CREEK HIGH SCHOOL - 2003

KANSAS STATE UNIVERSITY - Kinesiology, 2006

UNIVERSITY OF COLORADO HOSPITAL - Certificate of Sonography, 2009