BK
BK

Brandon Kape

19 Years of Experience
Bethesda, MD
1 DisclosureBroker

Brandon Kape is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History (1)
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Customer Dispute
June 2017
Denied
Other Business Activities

Brandon co-owns Right Bite Charters, LLC with their spouse, a charter fishing business. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2016 - January 2025 · 8 yrs 5 mos
Wells Fargo Advisors
August 2016 - January 2025 · 8 yrs 5 mos
Ameriprise Financial Services, INC.
September 2006 - August 2016 · 9 yrs 11 mos
Ameriprise Financial Services, INC.Broker
July 2006 - August 2016 · 10 yrs 1 mo
State Registrations15 states
AZCACTFLINMAMDNCNJNYPARITXWAWI
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.