Brand Asset Management Group, Inc.

Brand Asset Management Group, Inc. (CRD# 106162) is a financial advisory firm headquartered in Chesterfield, MO. They manage $568,786,484 in 821 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    569
    MILLION
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $692,797
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Brand Asset Management Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Ryan T. Bouchard
CRD#: 4673891
16090 Swingley Ridge Road, Ste 400, Chesterfield, MO 63017
96
Wealthminder
score

Ryan Bouchard (CRD# 4673891) is an Investment Advisor Representative working at Brand Asset Management Group, Inc. in Chesterfield, MO and has over 9 years of experience in the finance industry.

2
Phillip A. Daniels
CRD#: 2220724
16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017
96
Wealthminder
score

Phillip Daniels (CRD# 2220724) is an Investment Advisor Representative working at Brand Asset Management Group, Inc. in Chesterfield, MO and has over 23 years of experience in the finance industry. Phillip Daniels 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.

3
Ryan C. Green
CRD#: 5659936
16090 Swingley Ridge Road, Ste 400, Chesterfield, MO 63017
96
Wealthminder
score

Ryan Green (CRD# 5659936) is an Investment Advisor Representative working at Brand Asset Management Group, Inc. in Chesterfield, MO and has over 7 years of experience in the finance industry. Ryan Green 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.

4
Todd H. Brand
CRD#: 2275473
16090 Swingley Ridge Road, Suite 400, Chesterfield, MO 63017
93
Wealthminder
score

Todd Brand (CRD# 2275473) is an Investment Advisor Representative working at Brand Asset Management Group, Inc. in Chesterfield, MO and has over 24 years of experience in the finance industry.

5
James D. Hertzler
CRD#: 6286376
16090 Swingley Ridge Road, Ste 400, Chesterfield, MO 63017
89
Wealthminder
score

James Hertzler (CRD# 6286376) is an Investment Advisor Representative working at Brand Asset Management Group, Inc. in Chesterfield, MO and has over 2 years of experience in the finance industry.

6
Timothy C. Egart
CRD#: 6501018
16090 Swingley Ridge Road, Ste 400, Chesterfield, MO 63017
87
Wealthminder
score

Timothy Egart (CRD# 6501018) is an Investment Advisor Representative working at Brand Asset Management Group, Inc. in Chesterfield, MO and has 1 year of experience in the finance industry.

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