Brandi Schnathorst
Brandi Schnathorst is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Westlake Village, CA, with 23 years of industry experience. Brandi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
3011 Townsgate Road, Suite 300, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History
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 is an Alumni Board Member at California Lutheran University since 2018, serving as an ambassador and participating in board activities. She also assists her niece with cerebral palsy with activities of daily living through the California Department of Social Services In-Home Supportive Services (IHSS) program since December 2024.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Securities America, INC.Broker
National Planning CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations37 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
More Advisors
- Christopher GeorgeUBS Financial Services INC.
- Diane Galvin, CFPUBS Financial Services INC.
- John ShortUBS Financial Services INC.
- Robert WeaverUBS Financial Services INC.
- Rachel CainUBS Financial Services INC.
- Alan Tores, CFPUBS Financial Services INC.