Brian Brandt (CRD# 2572984) is an Investment Advisor Representative working at Commonwealth Financial Network in Cedar Rapids, IA and has over 29 years of experience in the finance industry. Brian Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4180976
Lpl Financial LLC
CRD# 4002778
Raymond James Financial Services Advisors, Inc.
CRD# 6638323
Arnold And Mote Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jun 2022 - Current | 1 |
| Strategic Financial Solutions | Cedar Rapids, IA | Jan 2020 - Current | 4 |
| Principal Securities Inc. | Cedar Rapids, IA | Mar 2016 - Jun 2022 | 6 |
| Principal Life Insurance Company | Cedar Rapids, IA | Feb 2005 - Jun 2022 | 17 |
| Princor Financial Services | Cedar Rapids, IA | Feb 2005 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- IA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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