Brandon Warman, financial advisor Kimberly WI
88 score

Brandon Warman

CRD Number: 6297171
Current Firm: Next Financial Group, Inc.

Brandon Warman (CRD# 6297171) is an Investment Advisor Representative working at Next Financial Group, Inc. in Kimberly, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Houston, TX Jul 2014 - Current 2
Schenck Green Bay, WI Apr 2013 - Current 3
Thrivent Investment Management Inc. Appleton, WI Mar 2014 - Jun 2014 < 1
Unemployed Appleton, WI Nov 2012 - Apr 2013 < 1
Kimberly Clark Neenah, WI Oct 2011 - Nov 2012 1
Kerber Rose Appleton, WI Oct 2007 - Oct 2011 4
Michigan State University East Lansing, MI Aug 2003 - Oct 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Brandon J. Warman
Phone Number: 713-789-7122
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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