Janet Brandt, financial advisor Mesa AZ
93 score

Janet Brandt

CRD Number: 5513785
Current Firm: Ameriprise Financial Services, Inc.

Janet Brandt (CRD# 5513785) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mesa, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Mesa, AZ Apr 2014 - Current 2
Morgan Stanley Tempe, AZ Jul 2011 - Apr 2014 2
University Of Phoenix Phoenix, AZ Aug 2010 - Jul 2011 < 1
Mercer Advisors Inc. Scottsdale, AZ Sep 2009 - Jun 2010 < 1
The Planning Group Scottsdale, AZ Jul 2009 - Sep 2009 < 1
Meridian United Capital Scottsdale, AZ Jul 2009 - Sep 2009 < 1
Unemployed Gilbert, AZ Apr 2009 - Jul 2009 < 1
Bel Air Investment Advisors LLC Los Angeles, CA Aug 2007 - Apr 2009 1
Harold Davidson & Associates Los Angeles, CA Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Oct 2009
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Janet J. Brandt
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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