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Brandon Redman

24 Years of Experience
Issaquah, WA
BrokerSells Insurance

Brandon Redman is a registered investment advisor at Commonwealth Financial Network, based in Issaquah, WA, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

22526 SE 64th Place, Suite 220, Issaquah, WA, 98027

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History

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.

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Other Business ActivitiesSells Insurance

Brandon sells fixed insurance, dedicating minimal time to it, and co-owns Red Shoe Properties, LLC, a real estate management entity. He also owns DPA Wealth Partners, LLC, an entity to facilitate securities, advisory, and insurance business, dedicating full-time hours to it.

Employment History
Current Registrations
Commonwealth Financial Network
December 2022 - Present · 3 yrs 5 mos
Commonwealth Financial Network
December 2022 - Present · 3 yrs 5 mos
Commonwealth Financial NetworkBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Securian Financial Services, INC.Broker
August 2014 - January 2023 · 8 yrs 5 mos
Securian Financial Services, INC.
August 2014 - December 2022 · 8 yrs 4 mos
MML Investors Services, LLC
December 2012 - July 2014 · 1 yr 7 mos
MML Investors Services, LLCBroker
November 2012 - July 2014 · 1 yr 8 mos
Metlife Securities INC.
April 2002 - November 2012 · 10 yrs 7 mos
Metlife Securities INC.Broker
January 2002 - November 2012 · 10 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
January 2002 - July 2007 · 5 yrs 6 mos
State Registrations16 states
CACODEFLIDMNMONCNJNVNYPASDVAVTWA
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.