Bret Hodgdon has been Chief Compliance Officer, Shareholder of Copper Leaf Financial since March 2015, is a control person of the firm and directly owns between 25% and 50% of it. Bret Hodgdon holds a Degree in Accounting and Business Administration from Lyndon State College.
Copper Leaf Financial, LLC is a Williston, VT firm with $220M under management, 155 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Bret L. Hodgdon is Partner of Copper Leaf Financial. He has over 20 years of financial experience, including public accounting and financial planning. He works closely with individuals and business owner clients to define their financial goals and fine-tune strategy.
Bret Hodgdon’s longest registration is the current one, 9 years at Copper Leaf Financial since 2016. Before joining Copper Leaf Financial in 2016, Bret Hodgdon was registered through Cambridge Investment Research Advisors, Inc.
- Copper Leaf Financial, LLCCurrent– present · 9 yearsWilliston, VT · Adviser representative · Firm CRD 285378
- Cambridge Investment Research Advisors, Inc.– · 5 yearsWilliston, VT · Adviser representative · Firm CRD 134139
Professional designations
Listed by Copper Leaf Financial
- CPA
- CFP®
- CFE
- CGMA
Investment adviser representative registrations
Bret Hodgdon is registered as an investment adviser representative in Vermont, since December 2016.
- VermontSince 27 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 October 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Bret Lyn Hodgdon
- CRD
- 5605497
- Firm
- Copper Leaf Financial · CRD 285378
- Role
- Chief Compliance Officer, Shareholder
- Office
- 33 BLAIR PARK ROAD, SUITE 203, Williston, VT 05495
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperleaffinancial.com
Where does Bret Hodgdon work?
Bret Hodgdon has been Chief Compliance Officer, Shareholder of Copper Leaf Financial, LLC since March 2015, and is a control person of the firm.
Is Bret Hodgdon a financial advisor?
Yes. Bret Hodgdon has a current investment-adviser registration in Vermont, through Copper Leaf Financial since December 2016.
How many years of experience does Bret Hodgdon have?
Bret Hodgdon has 17 years in the financial industry, since October 2009, across 2 adviser firms.
What exams has Bret Hodgdon passed?
Bret Hodgdon passed the Series 7 in October 2009. FINRA credited Bret Hodgdon with the SIE, which began in October 2018.
Where is Bret Hodgdon based?
Bret Hodgdon’s registered office is in Williston, VT.
Is Bret Hodgdon registered with FINRA?
No. Bret Hodgdon has no current broker registration.
Is Bret Hodgdon a CFP?
Copper Leaf Financial lists Bret Hodgdon with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Bret Hodgdon’s record?
Search CRD 5605497 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bret Hodgdon’s full registration record.
