Brandon KlippelCRD 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.
Wells Fargo Clearing Services, LLC
Sagepoint Financial, Inc.
Mathis Wealth Management
|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|
Total Assets Under Management78MILLIONS
Total Number of Accounts499ACCOUNTS
Average Account Value$156,313
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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