Brandon Ratzlaff, financial advisor Dallas TX

Brandon Ratzlaff

CRD Number: 4636704
Current Firm: Cypress Point Wealth Management, LLC

Brandon Ratzlaff (CRD# 4636704) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 17 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.

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Professional Designations
Company Name Location Dates Years
Cypress Point Wealth Management, LLC Dallas, TX Feb 2016 - Current 5
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
Contact Info for Brandon D. Ratzlaff
Phone Number: 214-736-8887
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    630
    MILLIONS
  • Total Number of Accounts
    5,022
    ACCOUNTS
  • Average Account Value
    $125,380
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, LA, TX

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