John Brandt
John Brandt is a registered investment advisor at National Accounting and Business Solutions, Sc, based in Hales Corners, WI, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
National Accounting and Business Solutions, SC (NABSSC) refers clients to Morgan Stanley Smith Barney LLC (MSSB) for investment management. NABSSC receives a portion of the fees clients pay to MSSB, ranging from 0.75% to 3% per year. NABSSC receives 0.25% of this fee.
Location
5455 S 108th St Ste 1, Hales Corners, WI, 53130-1353
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a CPA and tax preparer, providing accounting services directly or through staff. He also owns New Berlin Rental Properties, LLC, a real estate investment firm.
Employment History
Current Registrations
National Accounting and Business Solutions, Sc
Previous Registrations
New England Securities Corporation
State Registrations1 state
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