Brandon Mendez, financial advisor Boulder CO
88 score

Brandon Mendez

CRD Number: 6216874
Current Firm: The Wealth Conservancy, Inc.

Brandon Mendez (CRD# 6216874) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ted's Montana Grill Boulder, CO Jun 2015 - Current 1
The Wealth Conservancy Boulder, CO Aug 2014 - Current 2
P.j. Roupas And Associates Palos Hills, IL Jun 2014 - Aug 2014 < 1
Palos Country Club Orland Park, IL Apr 2008 - Jul 2014 6
Eastern Illinois Booth Library Charleston, IL Jan 2012 - May 2014 2
Eastern Illinois University Chaleston, IL Aug 2010 - May 2014 3
Patricia Koney And Associates, Ameriprise Financial Orland Park, IL Jun 2013 - Jan 2014 < 1
Oak Lawn Community High School Oak Lawn, IL Aug 2006 - May 2010 3
Simmons Middle School Oak Lawn, IL Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Brandon A. Mendez
Phone Number: 303-444-1919
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $370,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, LA, MA, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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