Clifford BrandtCRD Number: 1902051
Current Firm: The Mutual Fund Store
Clifford Brandt (CRD# 1902051) is an Investment Advisor Representative working at The Mutual Fund Store in Overland Park, KS and has over 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Tmfs Insurance Agency, LLC||Overland Park, KS||Oct 2014 - Current||3|
|The Mutual Fund Store-houston, LLC||Overland Park, KS||Dec 2012 - Current||4|
|Tmfs Advisory Services, LLC||Overland Park, KS||Aug 2009 - Current||8|
|The Mutual Fund Research Center||Overland Park, KS||Oct 2006 - Current||11|
|Tmfs Advisors, LLC||Overland Park, KS||Oct 2006 - Current||11|
|The Mutual Fund Store, LLC||Overland Park, KS||Sep 2006 - Current||11|
|The Mutual Fund Store-georgia, LLC||Overland Park, KS||Dec 2011 - Oct 2015||3|
|The Mutual Fund Store-ohio, LLC||Overland Park, KS||Nov 2011 - Oct 2015||3|
|The Mutual Fund Store-louisiana, LLC||Overland Park, KS||Nov 2011 - Oct 2015||3|
|The Mutual Fund Store-louisville, LLC||Overland Park, KS||Dec 2010 - Oct 2015||4|
|The Mutual Fund Store-new York, LLC||Overland Park, KS||Jan 2009 - Oct 2015||6|
|The Mutual Fund Store-portland, LLC||Overland Park, KS||Aug 2007 - Oct 2015||8|
|The Mutual Fund Store-denver, LLC||Overland Park, KS||Jun 2007 - Oct 2015||8|
|The Mutual Fund Store-florida, LLC||Overland Park, KS||May 2007 - Oct 2015||8|
|The Mutual Fund Store-omaha, LLC||Overland Park, KS||Feb 2007 - Oct 2015||8|
|The Mutual Fund Store-indiana, LLC||Overland Park, KS||Feb 2007 - Oct 2015||8|
|The Mutual Fund Store-st. Louis, LLC||Overland Park, KS||Jan 2007 - Oct 2015||8|
|The Mutual Fund Store-detroit, LLC||Overland Park, KS||Dec 2006 - Oct 2015||8|
|The Mutual Fund Store-syracuse, LLC||Overland Park, KS||Nov 2006 - Oct 2015||8|
|The Mutual Fund Store-seattle, LLC||Overland Park, KS||Aug 2007 - Jun 2009||1|
|The Mutual Fund Store-los Angeles, LLC||Overland Park, KS||Aug 2007 - Nov 2008||1|
|The Mutual Fund Store-west Palm Beach, LLC||Overland Park, KS||Jun 2007 - Nov 2008||1|
|American Century Investment Services, Inc.||Kansas City, MO||Nov 2004 - Sep 2006||1|
|American Century Brokerage, Inc.||Kansas City, MO||Nov 2004 - Sep 2006||1|
|American Century Investment Services, Inc. (crd #17437)||Kansas City, MO||Mar 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management8,138MILLIONS
Total Number of Accounts69,645ACCOUNTS
Average Account Value$116,844
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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