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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandi? Claim Your ProfileBrandi Ileen Walton is a financial advisor with Commonwealth Financial Network, with over 10 years of experience in the financial services industry. Brandi is registered in Wisconsin and is licensed to sell securities and provide investment advice. Brandi provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutional clients. Brandi is also a registered representative with Commonwealth Financial Network, and is licensed to sell a variety of financial products, including variable annuities, mutual funds, and life insurance. Brandi's office is located in Richland Center, Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
07/28/2016 - Present
Commonwealth Financial Network (RICHLAND CENTER WI)
IA
Issued 07/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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