![Brandon Metcalf, financial advisor Englewood CO](/img/ws/profile-blank-sq.png)
Brandon Metcalf (CRD# 7397797) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Englewood, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Creativeone Wealth | Overland Park, KS | Sep 2023 - Current | < 1 |
Bowman Financial Strategies | Englewood, CO | Jul 2023 - Current | 1 |
Berthel, Fisher & Company Financial Services, Inc. | Lincoln, NE | Jan 2023 - Jun 2023 | < 1 |
Mwa Financial Services Inc. | Rock Island, IL | Oct 2022 - Jan 2023 | < 1 |
Modern Woodmen Of America | Rock Island, IL | Jul 2022 - Jan 2023 | < 1 |
Union Bank & Trust | Lincoln, NE | Feb 2017 - Jul 2022 | 5 |
Securian Financial Services Inc. | St Paul, MN | Jun 2021 - Jun 2022 | 1 |
Minnesota Life Insurance Co | St Paul, MN | Jun 2021 - Jun 2022 | 1 |
Renaissance Financial Corp | Omaha, NE | Jun 2021 - Jun 2022 | 1 |
Simply Amaizen Popcorn | Lincoln, NE | May 2013 - Feb 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2022 |
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CO
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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