BO
BO

Brandon Oneal

7 Years of Experience
Fort Smith, AR
Broker

Brandon Oneal is a registered investment advisor at Wells Fargo Advisors, based in Fort Smith, AR, with 7 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.

Loading...

Location

3500 S 79th Street, Suite B 1st Fl, Fort Smith, AR, 72903

Get directions

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.

Learn about disclosures →
Other Business Activities

Brandon has 100% ownership in OLO Holdings LLC and EMO Holdings LLC, and 50% ownership in Horizons Wealth Partners, LLC. He also owns rental property; these activities take up nearly full-time hours between the LLCs and minimal time for the rental property.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
December 2018 - May 2024 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2018 - May 2024 · 5 yrs 6 mos
State Registrations27 states
ARAZCACOCTFLILKSKYMAMDMEMIMNMOMSNCNMOHOKRISCTNTXUTVAWA
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.