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Brandon A Cloete

Isthmus Partners, LLC

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About Brandon A Cloete

Brandon A. Cloete is a financial advisor at Isthmus Partners, LLC, based in Madison, Wisconsin. Brandon has been in the financial services industry since 2018. Brandon is a Certified Financial Planner™ professional. Brandon specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Brandon has a Series 7, SIE and Series 66. Prior to joining Isthmus Partners, LLC, Brandon worked at Robert W. Baird & Co. Incorporated.

Firm Information

Brandon Cloete is currently registered with Isthmus Partners, LLC. Isthmus Partners, LLC is an investment advisor headquartered in Madison, WI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. They manage approximately $1.1 billion in assets. Isthmus Partners, LLC has a team of 9 investment advisor representatives and is registered with the SEC under the Investment Advisers Act of 1940.
Isthmus Partners, LLC

1 SOUTH PINCKNEY STREET

MADISON, WI 53703

$1.11B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Cloete’s Registration & Firm History

WI

08/15/2022 - Present

Isthmus Partners, LLC (MADISON WI)

WI

05/18/2020 - 08/16/2022

ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)

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Licenses & Designations

BOTH

Issued 09/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon A Cloete.
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