Unclaimed
Brandon Wyatt is an Investment Advisor Representative at M2 Financial LLC. Brandon is registered with the state of Idaho and Utah. Brandon has a Series 65 license. Brandon has been in the financial services industry for 3 years and has experience with financial planning, selection of other advisors, and portfolio management for individuals. Brandon is also affiliated with Wasatch Retirement Planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
UT
01/02/2025 - Present
M2 Financial LLC (SANDY UT)
Active
Inactive
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