Clay Brandt
Clay Brandt is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Burlington, WI, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
116 N. Pine Street, Burlington, WI, 53105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clay is a committee member for the Burlington City Park Board since 2008 and an owner/proprietor of CBrandt LLC, a rental real estate business, since 2018. He also joined the Elite Investment Club in 2023; each of these activities requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations29 states
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