Brecken Capital Advisors

Accredited investor with 30 years of institutional class portfolio management & research.  1, 3 & 5  year performance track record furnishable upon request.

Investment Management

Provide wealth management services including active money mgt across 7 proprietary model we develop thru in house institutional based research.  We can furnish 5 year detailed return performance across all our clients upon request.

Portfolio Manager/ Investment  Advisor/ Equity Analyst

Score.org

Giving back to Charlotte in assisting existing small business owners & startups develop business plans &   financial forecasts while providing overall financial planning guidance.  As a volunteer & mentor, we guide owners in solving complex problems in business strategy & development across a diverse group of industries.

SCORE MENTOR

Charlotte Consultant Services

We develop valuation & exit plans focused of developing Key Performance Metrics (KPIs) that drive the value behind a business so that it can be increased.  Part of the plan is to stream line your financial management system so you can better plan & manage your business and focus on what matters.

Founder/ Financial Analyst Consultant

WealthPlan Financial Group

Leonard Brecken specializes in the needs of small business owners and executives.  He applies institutional level insights to achieve business owners & individuals financial goals leveraging 25 years of analyzing & valuing businesses for investment purposes.  These insights, we believe, will inform our clients to potentially make better planning decisions.  We view a business thru an investors eyes not just thru an advisor’s.  Further we look at business owners financial planning needs in its entirety via planning integration for both the business and the individual.   After all a business owners personal income is from the business owned so why should the financial planning be separated?  In addition, the business is likely their largest asset so why shouldn't it be tied to both business & personal planning? Often financial planning options are taken without fully understanding the implications for both the business and individual.  Our background potentially positions us to analyze a business owner’s complete financial picture thereby potentially increasing the likelihood of success in goal achievement.

Financial Advisor

Lincoln Financial Securities

Offering investments to residents of NC & SC and offering advisory services to residents in NC through Lincoln Financial Securities, Member SIPC.  Lincoln Financial Securities and their representatives do not offer legal advice.  Please see your personal professional regarding your individual circumstances.  Lincoln Financial Securities is not affiliated with Wealthplan Financial Group.  
lbrecken@wealthplanfinancial.com 
LFS-1916335-100617.

Waddell & Reed, Inc

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.

For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.

Brecken Capital, LLC (Hedge Fund)

Portfolio Manager/Equity Analyst/Trader

Feirstein Capital, LLC (Hedge Fund)

Senior Technology Analyst

Oppenheimer & Co. Inc.

Led 3 person equity research team for Institutional investors coverage for 20 to 30 technology companies ranging from PC hardware, media, graphic tools and video game public stocks.

Senior Tech Equity Analyst

Brecken Capital Advisors, LLC ("BCA").  WHERE  SOPHISTICATED INVESTORS COME TO INVEST.  Sophisticated investors demand performance and hands on active money management.  At BCA we don't sit on our hands as the investing climate changes nor outsource the investment of your money.  Portfolio management not sales.  We do this by utilizing 7 proprietary model portfolio in which we measure COST & PERFORMANCE to build trust with our clients.  Further, we develop detailed financial plans, that utilize our consultancy expertise in enhancing cash flow for business so as to achieve financial goals. 5 year performance track record across all clients & models furnished upon request.

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