Brandon Financial Planning, Inc.

Brandon Financial Planning, Inc. (CRD# 110267) is a financial advisory firm headquartered in Memphis, TN. They manage $327,697,524 in 714 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5101 Wheelis Road, Suite 112, Memphis, TN 38117
http://www.brandonplanning.com
By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $458,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, GA, MS, NC, TN, TX

Financial Advisors at Brandon Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Elvis Brandon, financial advisor Memphis TN
Elvis D. Brandon
CRD#: 1128321
5101 Wheelis Road, Suite 112, Memphis, TN 38117

Elvis Brandon (CRD# 1128321) is an Investment Advisor Representative working at Brandon Financial Planning, Inc. in Memphis, TN and has over 40 years of experience in the finance industry.

2
Raymond Brandon, financial advisor Memphis TN
Raymond W. Brandon
CRD#: 1139301
5101 Wheelis Rd #112, Memphis, TN 38177

Raymond Brandon (CRD# 1139301) is an Investment Advisor Representative working at Brandon Financial Planning, Inc. in Memphis, TN and has over 40 years of experience in the finance industry.

3
Gary Kieffner, financial advisor Memphis TN
Gary L. Kieffner
CRD#: 2843171
5101 Wheelis Road, Suite 112, Memphis, TN 38117

Gary Kieffner (CRD# 2843171) is an Investment Advisor Representative working at Brandon Financial Planning, Inc. in Memphis, TN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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