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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brannon is a financial advisor with Edelman Financial Engines, located in Denver, Colorado. Michael is registered with the state of Colorado and Texas as an Investment Adviser Representative. Michael has been in the industry since 2000 and has experience with a variety of firms, including LPL Financial LLC, CUSO Financial Services, L.P., BancWest Investment Services, Inc., and TIAA-CREF Individual & Institutional Services, LLC. Michael is Series 6, 7, 63 and 65 licensed and holds the SIE certification.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CO
08/30/2024 - Present
Edelman Financial Engines (DENVER CO)
CO
06/01/2020 - 06/30/2022
LPL FINANCIAL LLC (GOLDEN CO)
CO
09/11/2017 - 06/01/2020
CUSO FINANCIAL SERVICES, L.P. (Broomfield CO)
CO
06/17/2016 - 02/03/2017
BANCWEST INVESTMENT SERVICES, INC. (EVERGREEN CO)
CO
07/02/2014 - 07/28/2015
LPL FINANCIAL LLC (GOLDEN CO)
CO
01/30/2007 - 12/07/2012
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
05/05/2006 - 12/12/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
OH
08/28/2001 - 12/10/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
WI
11/30/2000 - 04/03/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/30/2000 - 03/26/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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