Brandon Klippel (CRD# 5598023) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 15 years of experience in the finance industry.
CRD# 6344169
Mathis Wealth Management
CRD# 2843482
Independent Financial Group, LLC
CRD# 2005875
Edelman Financial Engines
Company Name | Location | Dates | Years |
---|---|---|---|
Cima Capital Wealth Management | Waddell, AZ | May 2019 - Current | 5 |
Wells Fargo Clearing Services, LLC | Surprise, AZ | Nov 2016 - Current | 7 |
Wells Fargo Advisors, LLC | Surprise, AZ | Jan 2016 - Nov 2016 | < 1 |
Edward Jones | St. Louis, MO | Oct 2009 - Jan 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- AZ
- TX
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$167,756
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, TX
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