Brandon Beery, financial advisor Caledonia MI
90 score

Brandon Beery

CRD Number: 6004475
Current Firm: Allstate Financial Advisors, LLC

Brandon Beery (CRD# 6004475) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Caledonia, MI and has over 5 years of experience in the finance industry.

Similar Advisors
Christopher Carlson, financial advisor Caledonia MI
Christopher S. Carlson
CRD# 3185250
Edward Jones
Score
101
Similar Advisors
Robert Gabridge, financial advisor Caledonia MI
Robert J. Gabridge
CRD# 5051596
Gabridge & Company Financial Advisors, LLC
Score
101
Similar Advisors
Bradley Maclachlan, financial advisor Caledonia MI
Bradley R. Maclachlan
CRD# 5902736
Robert W. Baird & Company Incorporated
Score
101
Company Name Location Dates Years
Allstate Insurance Co Caledonia, MI Feb 2016 - Current 1
Mml Investors Services Grand Rapids, MI Aug 2015 - Feb 2016 < 1
Mass Mutual Life Insurance Company Grand Rapids, MI Jul 2015 - Feb 2016 < 1
Pruco Securities LLC Troy, MI Nov 2011 - Jul 2015 3
The Prudential Insurance Company Of America Troy, MI Nov 2011 - Jul 2015 3
Fifth Third Bank Kentwood, MI Oct 2011 - May 2012 < 1
Best Buy Kalamazoo, MI Jul 2005 - Oct 2011 6
Puredata Kalamazoo, MI Mar 2011 - Jul 2011 < 1
Puredata Kalamazoo, MI Oct 2007 - Dec 2007 < 1
Boy Scouts Of America - Southwest Michigan Council Kalamazoo, MI Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Brandon R. Beery
Phone Number: 847-402-5296
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Brandon Beery and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.