Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brant? Claim Your ProfileBrant Mark Wiehardt is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Brant has been in the financial industry since 2012, providing financial planning and investment management services for clients of all types, including individuals, businesses, and retirement plans. Brant's expertise is in wealth management, retirement planning, and college savings. Brant has a strong track record of success and is committed to providing his clients with personalized financial advice. Brant has been affiliated with a number of other firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and U.S. Bancorp Investments, Inc. Brant Mark Wiehardt is an active member of the financial industry and is committed to providing his clients with the highest quality of service.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
06/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOZEMAN MT)
MT
08/28/2020 - 06/08/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOZEMAN MT)
MT
05/15/2017 - 09/03/2020
U.S. BANCORP INVESTMENTS, INC. (MISSOULA MT)
MT
01/02/2012 - 05/15/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOZEMAN MT)
IA
Issued 11/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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