Unclaimed
Justin Brandt is a financial advisor with Ameriprise Financial Services, LLC, located in Tacoma, Washington. Justin has been a financial advisor since 2008 and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Justin has expertise in portfolio management, financial planning, and asset allocation services. Before joining Ameriprise, Justin also worked with First Command Financial Planning, Inc., and First Command Brokerage Services Inc.
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.
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.
Asset allocation services
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.
1
2
WA
02/02/2024 - Present
Ameriprise Financial Services, LLC (Tacoma WA)
WA
03/04/2020 - 02/08/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (Vancouver WA)
WA
09/19/2008 - 03/17/2011
FIRST COMMAND FINANCIAL PLANNING, INC. (LAKEWOOD WA)
BOTH
Issued 05/09/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Brandt is the right advisor for you? Invested Better is here to help.