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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon Johnson is a financial advisor with Captrust Financial Advisors in Holland, Michigan. Brendon has been in the financial services industry since 2009 and has worked with Waddell & Reed, Inc., UBS Financial Services Inc., and Wells Fargo Advisors Financial Network, LLC. Brendon holds the Series 7 and Series 66 licenses. Brendon specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Captrust Financial Advisors is a Registered Investment Advisor with offices nationwide. Captrust provides investment management, financial planning, and other advisory services to individuals, families, businesses, and institutions.
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.
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MI
05/13/2015 - Present
Captrust Financial Advisors (HOLLAND MI)
MI
03/26/2013 - 04/01/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HOLLAND MI)
CO
07/15/2009 - 04/21/2010
WADDELL & REED, INC. (DENVER CO)
CO
10/22/2008 - 12/31/2008
UBS FINANCIAL SERVICES INC. (DENVER CO)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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