Benjamin Brandt, financial advisor Bismarck ND

Benjamin Brandt

CRD Number: 5177378
Current Firm: Capital City Wealth Management, Inc.
Compensation Model: Fee Only
Benjamin Brandt (CRD# 5177378) is an Investment Advisor Representative working at Capital City Wealth Management, Inc. in Bismarck, ND and has over 9 years of experience in the finance industry. Benjamin 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
The Retirement Tax Podcast Anchorage, AK Aug 2021 - Current 2
Retire Ready Resources Bismarck, ND Jul 2019 - Current 4
Retirement Starts Today Radio Bismarck, ND Oct 2015 - Current 8
Capital City Wealth Management, Inc. Bismarck, ND Sep 2014 - Current 9
Capital City Wealth Management, Inc. Bismarck, ND Jul 2014 - Current 9
Limitless Advisor Coaching Program Bismarck, ND Jan 2020 - Dec 2021 1
Thrivent Financial Management Inc. Bismarck, ND May 2007 - Sep 2014 7
Thrivent Investment Management Inc. Bismarck, ND Mar 2007 - Sep 2014 7
Thrivent Financial For Lutherans Appleton, WI Jun 2008 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Benjamin J. Brandt
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $408,163
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ND, TX

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