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Brandon Mitchell Wyand

ARQ Wealth Advisors, LLC

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About Brandon Mitchell Wyand

Brandon Wyand is a financial advisor at ARQ Wealth Advisors, LLC, with a focus on building long-term financial plans for individuals and families. Brandon has over 7 years of experience in the financial services industry. He specializes in financial planning, retirement planning, and investment management. Brandon holds a Series 7, Series 63, and Series 65 licenses, and is also a Certified Financial Planner. Before joining ARQ Wealth Advisors, Brandon was employed by various other firms, including Vanguard Marketing Corporation and Park Avenue Securities LLC.

Firm Information

Brandon Wyand is currently registered with ARQ Wealth Advisors, LLC. ARQ Wealth Advisors, LLC is an investment advisor registered with the SEC. The firm, located in Scottsdale, Arizona, provides financial planning, portfolio management for individuals and businesses, and pension consulting services. ARQ Wealth Advisors manages approximately $520 million in assets for approximately 1342 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
ARQ Wealth Advisors, LLC

14500 N. NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

$520.12M

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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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 Wyand’s Registration & Firm History

CO

08/25/2023 - Present

ARQ Wealth Advisors, LLC (Morrison CO)

AZ

12/13/2016 - 11/11/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

04/22/2016 - 12/08/2016

PARK AVENUE SECURITIES LLC (PHOENIX AZ)

AZ

10/29/2015 - 04/26/2016

MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)

AZ

06/24/2015 - 10/02/2015

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 09/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Mitchell Wyand.
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