Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Sutcliffe is an investment advisor representative at OneDigital Investment Advisors. Brandon has been in the financial services industry for over five years. Brandon holds a Series 65 license, and is registered as an investment advisor in Kansas and Texas. Brandon specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KS
11/05/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IA
Issued 11/26/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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