BV
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Brandon Vornhagen

5 Years of Experience
Cincinnati, OH
Broker

Brandon Vornhagen is a registered investment advisor at RBC Capital Markets, LLC, based in Cincinnati, OH, with 5 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

3825 Edwards Rd., Suite 530, Cincinnati, OH, 45209

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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
RBC Capital Markets, LLC
August 2024 - Present · 1 yr 11 mos
RBC Capital Markets, LLCBroker
August 2024 - Present · 1 yr 11 mos
RBC Capital Markets, LLC
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan StanleyBroker
December 2023 - August 2024 · 8 mos
Morgan Stanley
December 2023 - August 2024 · 8 mos
MML Investors Services, LLC
June 2022 - December 2023 · 1 yr 6 mos
MML Investors Services, LLCBroker
June 2022 - December 2023 · 1 yr 6 mos
W&s Brokerage Services, INC.
April 2022 - June 2022 · 2 mos
W&s Brokerage Services, INC.Broker
September 2020 - June 2022 · 1 yr 9 mos
State Registrations45 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.