Brandon BaenkeCRD Number: 6766735
Current Firm: Charles Schwab & Company, Inc.
Brandon Baenke (CRD# 6766735) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jul 2021 - Current||1|
|Charles Schwab Bank, Ssb||Phoenix, AZ||Jul 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Scottsdale, AZ||May 2011 - Jul 2021||10|
|Bank Of America, N.a.||Scottsdale, AZ||May 2011 - Jul 2021||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning 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, 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
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