Brandon RatzlaffCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management630MILLIONS
Total Number of Accounts5,022ACCOUNTS
Average Account Value$125,380
- 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
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