Keith Brandt is a CFP-designated registered investment advisor, based in Absaroee, MT, with 42 years of industry experience.
Location
Absaroee, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is a consultant at California Wealth Transitions, providing financial planning, divorce planning advice, benefits analysis, and asset valuations, spending nearly full-time hours on this. Keith also owns and operates The Brandt Ranch, raising and selling hay and cattle, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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