Brandon Baltzell (CRD# 7512564) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Salt Lake City, UT | Oct 2022 - Current | 1 |
| Royal Alliance Associates, Inc. | Salt Lake City, UT | Apr 2022 - Nov 2022 | < 1 |
| Pennington & Company | Lawrence, KS | Dec 2017 - Mar 2022 | 4 |
| Launchpoint Solutions | Scottsdale, AZ | Jul 2016 - Dec 2017 | 1 |
| Mid America Bank | Baldwin City, KS | Sep 2015 - Jul 2016 | < 1 |
| Rocky Mountain High Adventure Base | Poncha Springs, CO | May 2015 - Aug 2015 | < 1 |
| Wichita State University | Wichita, KS | Aug 2011 - May 2015 | 3 |
| Wichita State University | Wichita, KS | Jun 2014 - Apr 2015 | < 1 |
| Pen Publishing Interactive, Inc. | Wichita, KS | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- UT
-
Total Assets Under Management368,019MILLIONS
-
Total Number of Accounts1,688,501ACCOUNTS
-
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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
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