Brandon Bailey
Brandon Bailey is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Oakdale, MN, with 8 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
940 Inwood Ave North, Oakdale, MN, 55128
Get directionsHistory
Regulatory History (3)
Financial
February 2025Financial
September 2024Financial
July 2024Other Business ActivitiesSells Insurance
Brandon is a resident insurance producer selling non-variable insurance since 2022. He is also an associate at Lee Stoerzinger Wealth Management, a DBA used for marketing purposes since 2025.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.