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Brandon Alan Wooley

Greenleaf Financial Network, LLC

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About Brandon Alan Wooley

Brandon Wooley is a Registered Investment Advisor with Greenleaf Financial Network, LLC. He is based in Jefferson City, MO, and has been a financial professional since 2015. Brandon has expertise in insurance sales, mortgage lending, and financial planning. He provides financial planning services for individuals and has a strong focus on serving high-net-worth clients. Brandon is committed to helping clients reach their financial goals through customized financial planning and investment management strategies. He also offers advisory services for pensions.

Firm Information

Brandon Wooley is currently registered with Greenleaf Financial Network, LLC. Greenleaf Financial Network, LLC is an independent financial advisory firm with over 290 clients and approximately $85 million in assets under management. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm's client base includes high-net-worth individuals and individuals other than high-net-worth. They have 9 investment adviser representatives and 6 licensed agents.

$85.51M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Wooley’s Registration & Firm History

MO

01/18/2019 - Present

Greenleaf Financial Network, LLC (Jefferson City MO)

MO

11/30/2015 - 07/25/2018

WADDELL & REED (CREVE COEUR MO)

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Licenses & Designations

IA

Issued 03/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Alan Wooley.
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