BL
CFP
BL
CFP
Branden Lienemann
10 Years of Experience
Indianapolis, IN
1 DisclosureBroker
Branden Lienemann is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Indianapolis, IN, with 10 years of industry experience. Branden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240-2482
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2023Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2026 - Present · 4 mos
Schwab Wealth Advisory, INC.
December 2018 - Present · 7 yrs 5 mos
Charles Schwab & CO., INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2017 - December 2018 · 1 yr 9 mos
State Registrations29 states
AZCAFLGAIAIDILINKSLAMAMIMNMOMSNCNENVNYOHOKPASDTNTXVAWAWIWY
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.