Brandt Wendland is a registered investment advisor at Efs Advisors, based in Willmar, MN, with 31 years of industry experience. Brandt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 21,701 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts use a separate schedule (0.60% up to $100k, 0.36% above). Security Benefit Group participants pay 0.96% up to $500k. Accounts under $25,000 pay an additional $14 annual administrative fee.
Fee Estimator
Location
1520 Willmar Ave SE, Willmar, MN, 56201
Get directionsHistory
Regulatory History (2)
Financial
August 2017Customer Dispute
May 2014Other Business Activities
Brandt owns Wendland Woods, a woodworking business producing specialty bartops and tabletops. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Efs Advisors
Advanced Advisor Group, LLCBroker
Previous Registrations
Feltl & CompanyBroker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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