Brandie Giffin, financial advisor Waterloo NE

Brandie Giffin

CRD Number: 6324300
Current Firm: Sterneck Capital Management LLC

Brandie Giffin (CRD# 6324300) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Waterloo, NE and has over 4 years of experience in the finance industry.

Similar Advisors
Kyle Acre, financial advisor Waterloo NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Michael Adams, financial advisor Waterloo NE
Michael R. Adams
CRD# 3017989
Ubs Financial Services Inc.
Similar Advisors
Steve Adams, financial advisor Waterloo NE
Steve M. Adams
CRD# 5297231
Td Ameritrade, Inc.
Company Name Location Dates Years
Sterneck Capital Management, LLC Omaha, NE Mar 2014 - Current 6
Coventry Health Care Omaha, NE Jan 2011 - Mar 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Brandie M. Giffin
Phone Number: 816-531-2254
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $413,056
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CO, FL, IL, KS, MO, NE, NJ, NY, OK, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.