Brandi Wentz is a registered investment advisor, based in Sandy, UT, with 24 years of industry experience.
Location
1100 Centennial Parkway, Suite 300, Sandy, UT, 84070
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brandi has several business activities related to Hub International, including DBAs for her LPL business and outside employment. These activities are primarily investment-related.
Employment History
Current Registrations
Global Retirement Partners LLC
August 2022 - Present · 3 yrs 9 mos
HUB International Investment Services INC.
August 2022 - Present · 3 yrs 9 mos
HUB International Investment Services INC.Broker
August 2022 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
August 2022 - Present · 3 yrs 9 mos
LPL Financial LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2021 - June 2022 · 1 yr 2 mos
Kestra Investment Services, LLCBroker
May 2019 - June 2022 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2000 - October 2018 · 18 yrs 1 mo
State Registrations1 state
UT
AdvisorBrokerBoth
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
No exam information available for this advisor.