Brandon Klippel, financial advisor Surprise AZ

Brandon Klippel

CRD Number: 5598023
Current Firm: Vista Cima Wealth Management LLC

Brandon Klippel (CRD# 5598023) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cima Capital Wealth Management Waddell, AZ May 2019 - Current 3
Wells Fargo Clearing Services, LLC Surprise, AZ Nov 2016 - Current 5
Wells Fargo Advisors, LLC Surprise, AZ Jan 2016 - Nov 2016 < 1
Edward Jones St. Louis, MO Oct 2009 - Jan 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Brandon L. Klippel
Phone Number: 623-377-8007
Registered State(s):
  • AZ
  • TX
Current Firm Details
Vista Cima Wealth Management LLC
Firm's CRD Number: 304672
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $156,313
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, TX

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