Paul Brandwein (CRD# 6545738) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Portfolios LP | Wheaton, IL | Sep 2018 - Current | 5 |
| First Trust Advisors LP | Wheaton, IL | Sep 2018 - Current | 5 |
| Midwest Building Inc. | Crystal Lake, IL | May 2018 - Sep 2018 | < 1 |
| Incenter Securities Group LLC | St. Charles Street, IL | Sep 2017 - May 2018 | < 1 |
| Incenter LLC | Saint Paul, MN | Sep 2017 - May 2018 | < 1 |
| Imac LLC | St. Charles, IL | Sep 2017 - May 2018 | < 1 |
| Midwest Building Inc. | Crystal Lake, IL | May 2017 - Sep 2017 | < 1 |
| Logical Position LLC | Deer Park, IL | Mar 2016 - May 2017 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2016 - Mar 2016 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2015 - Mar 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Elgin, IL | Sep 2015 - Mar 2016 | < 1 |
| Unemployed | Crystal Lake, IL | Jun 2015 - Sep 2015 | < 1 |
| Community High School District 155 | Crystal Lake, IL | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- IL
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Total Assets Under Management210,879MILLIONS
-
Total Number of Accounts2,926ACCOUNTS
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Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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