Unclaimed
Brandt Wendland is an investment advisor representative with EFS Advisors. Brandt has been in the financial services industry since July 30, 1995. Brandt's experience includes prior employment with Feltl & Company and RBC Dain Rauscher Inc. Brandt is registered to provide investment advisory services in Arizona, Colorado, Idaho, Iowa, Michigan, Minnesota, North Dakota, South Dakota, Virginia, and Wisconsin. Wendland is also a Registered Representative with FINRA and the MSRB. Brandt is Series 7, Series 31, Series 63, and Series 66 licensed. Wendland holds a SIE license and has passed the Futures Managed Funds Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
02/19/2024 - Present
EFS Advisors (Willmar MN)
MN
03/19/2004 - 02/23/2017
FELTL & COMPANY (PLYMOUTH MN)
NY
03/02/1998 - 04/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
12/19/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
07/25/1995 - 01/01/1998
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 03/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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