Brandon Wyand (CRD# 6488968) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Morrison, CO and has over 8 years of experience in the finance industry. Brandon Wyand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arq Wealth Advisors, LLC | Scottsdale, AZ | Aug 2023 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Aug 2023 | < 1 |
| Personal Capital | Denver, CO | Nov 2019 - Aug 2023 | 3 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Nov 2016 - Oct 2019 | 2 |
| Hartford Hill Winery | Hartford, OH | May 2015 - Apr 2017 | 1 |
| Guardian Life Insurance Co | Phoenix, AZ | Apr 2016 - Sep 2016 | < 1 |
| Park Avenue Securities LLC | Phoenix, AZ | Apr 2016 - Sep 2016 | < 1 |
| Vapor Wholesales | Scottsdale, AZ | Jul 2013 - Sep 2016 | 3 |
| Massachusetts Mutual Life Insurance Co | Scottsdale, AZ | Oct 2015 - Apr 2016 | < 1 |
| Mml Investors Services, LLC | Scottsdale, AZ | Oct 2015 - Apr 2016 | < 1 |
| Axa Advisors, LLC | New York, NY | May 2015 - Oct 2015 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- CO
-
Total Assets Under Management520MILLIONS
-
Total Number of Accounts1,342ACCOUNTS
-
Average Account Value$387,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, NE, NY, OH, TX, VA, WA
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