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Frederick J. Brandt

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CRD#: 1747278
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Frederick James Brandt, who also goes by Fred Brandt, was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1987. Frederick had worked at 11 firms and has passed the Series 6 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Brandt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Brandt Financial Strategies; 4974 Higbee Ave NW, Canton, OH 44718; Insurance Agent since 03/2008; investment related; 120 hrs/mo

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 9, 2017 - December 31, 2023

BRANDT FINANCIAL STRATEGIES

RIA
CRD#: 288991
CANTON, OH
Past

October 22, 2003 - May 17, 2006

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
CANTON, OH
Past

January 14, 2003 - October 16, 2003

GUSTAFSON BAXTER FINANCIAL SERVICES INC

RIA
CRD#: 110289
CANTON, OH
Past

November 15, 2002 - May 17, 2006

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

August 3, 2001 - June 26, 2002

WRP INVESTMENTS, INC.

BD
CRD#: 7365
YOUNGSTOWN, OH
Past

August 28, 2000 - August 9, 2001

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

September 20, 1995 - August 29, 2000

PRIM SECURITIES, INCORPORATED

BD
CRD#: 30504
INDEPENDENCE, OH
Past

September 29, 1992 - June 1, 1994

TOWER INVESTMENT GROUP, INC.

BD
CRD#: 24180
Past

July 1, 1992 - October 1, 1992

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

January 1, 1991 - July 1, 1992

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

June 18, 1989 - November 30, 1990

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

October 5, 1987 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 6
Date: 10/2/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm


BF
BRANDT FINANCIAL STRATEGIES
BRANDT FINANCIAL STRATEGIES | BRANDT, FREDERICK J

CRD#: 288991 / SEC#:

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Contact information


Main Address
4942 Higbee Ave. Nw Suite H. Belden Court Building, Canton, OH 44718
Mailing Address
Phone number
(330) 492-3200
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRANDT FINANCIAL STRATEGIES

CRD#: 288991

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