JB
JB

Justin Brandt

8 Years of Experience
Tacoma, WA
Broker

Justin Brandt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tacoma, WA, with 8 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

2323 N 30th St Ste 100, Tacoma, WA, 98403

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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 Activities

Justin owns Burning Mage LLC and manages his Ameriprise business through it. He dedicates minimal time to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 3 mos
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
First Command Advisory Services
July 2020 - February 2024 · 3 yrs 7 mos
First Command Brokerage Services, INC.Broker
March 2020 - February 2024 · 3 yrs 11 mos
First Command Financial Planning, INC.
October 2008 - March 2011 · 2 yrs 5 mos
First Command Financial Planning, INC.Broker
September 2008 - March 2011 · 2 yrs 6 mos
State Registrations41 states
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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.