Brandon Sutcliffe, financial advisor Overland Park KS

Brandon Sutcliffe

CRD Number: 7057311
Current Firm: Onedigital Investment Advisors

Brandon Sutcliffe (CRD# 7057311) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 3 years of experience in the finance industry.

Similar Advisors
James Claiborne, financial advisor Overland Park KS
James C. Claiborne
CRD# 2074636
Financial Partners Group, Inc.
Similar Advisors
Michael Abramson, financial advisor Overland Park KS
Michael N. Abramson
CRD# 5216324
Mariner Wealth Advisors
Similar Advisors
Timothy Accurso, financial advisor Overland Park KS
Timothy J. Accurso
CRD# 5595335
Prime Capital Investment Advisors, LLC
Company Name Location Dates Years
Resources Investment Advisors Overland Park, KS Jun 2019 - Current 3
Kansas State University Manhattan, KS Feb 2019 - May 2019 < 1
Resources Investment Advisors Overland Park, KS Dec 2018 - Jan 2019 < 1
Kansas State University Manhattan, KS Jul 2018 - Dec 2018 < 1
Financial Planning Academy Lubbock, TX Jun 2018 - Jun 2018 < 1
Kansas State University Manhattan, KS Sep 2016 - May 2018 1
Sarpino's Pizza Shawnee, KS May 2016 - Aug 2016 < 1
Kansas State University Manhattan, KS Sep 2014 - Apr 2016 1
Hy-vee Overland Park, KS Feb 2013 - Aug 2014 1
Shawnee Mission South Overland Park, KS Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Brandon S. Sutcliffe
Phone Number: 877-742-2021
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    101,682
    MILLIONS
  • Total Number of Accounts
    38,739
    ACCOUNTS
  • Average Account Value
    $2,624,785
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.