Brandon Ratzlaff (CRD# 4636704) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 19 years of experience in the finance industry. Brandon Ratzlaff 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Income Lab Academic Research Council | Denver, CO | Mar 2022 - Current | 2 |
| Southern Methodist University | Dallas, TX | Jan 2022 - Current | 2 |
| Texas Tech University | Lubbock, TX | Jan 2022 - Current | 2 |
| Cypress Point Wealth Management, LLC | Dallas, TX | Feb 2016 - Current | 8 |
| Raymond James Financial Services Advisors, Inc. | Dallas, TX | Jan 2009 - Feb 2016 | 7 |
| Carter Advisory Service | Dallas, TX | May 2006 - Feb 2016 | 9 |
| Carter Financial Management | Dallas, TX | May 2006 - Feb 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- TX
-
Total Assets Under Management798MILLIONS
-
Total Number of Accounts940ACCOUNTS
-
Average Account Value$848,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
CA, LA, TX
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 derived from SEC.gov data covering 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.
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.