BC
BC

Brandon Converse

13 Years of Experience
Wichita, KS
Broker

Brandon Converse is a registered investment advisor at Converse Team Financial Services, LLC, based in Wichita, KS, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 80 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
80 clients
Average Client Portfolio
Not specified

Fee Structure

CTFS does not provide investment management services to individuals and consequently has no assets under management.

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Location

2121 N Webb Road, Wichita, KS, 67206

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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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Employment History
Current Registrations
Converse Team Financial Services, LLC
April 2025 - Present · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
June 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2013 - Present · 13 yrs 2 mos
State Registrations1 state
KS
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.