Brandon Sutcliffe (CRD# 7057311) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 4 years of experience in the finance industry.
CRD# 5926523
Copper Financial
CRD# 1398029
Ameriprise Financial Services, LLC
CRD# 5308493
Mn Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Resources Investment Advisors | Overland Park, KS | Jun 2019 - Current | 5 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- KS
-
Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
-
Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.