Michael A. Branham
THE PLANNING CENTER | Sr. Financial Planner
ST. LOUIS PARK, MN 55416
Some features on this profile are disabled
CRD#: 3193430
Professional summary
I embrace my fiduciary duty to clients and believe that the best path to help you reach your life’s goals is through a comprehensive planning approach that coordinates each facet of your financial life. We start each engagement with an in-depth conversation about your goals and aspirations. Next, we collaborate to customize a plan that incorporates your resources, current and future, into achieving your life’s dreams. From there we continue our work together to maintain and adjust your plan as “life happens”, and to help you navigate each of your key personal and career transitions along the way.
Biography
I began my career in 1999 as a “kid” in a bullpen full of new planners for a national financial services company. The journey from then to now has been both unbelievable and enjoyable. It’s that typical “that seems like forever ago and just like yesterday all at the same time”.
Over the years my wife, Julie, and I have raised 3 children (Tyler, Alea and Zack), and moved from our home of 22 years in Burnsville, MN to our new home in Anchorage, AK. I have worked for 4 firms in 20 years, the longest stint being 12 years before joining The Planning Center in 2015. I’ve served as President of NexGen in the mid-2000’s and soon after joined the Financial Planning Center’s (FPA) Board of Directors from 2009 through 2014, serving as FPA President in 2013 and Chair in 2014. I’ve served on countless committees and commissions, many of which focused on advocating at a State and Federal level for consistently higher standards to be applied to all who work in the financial planning profession. But through it all, my main professional focus has been to objectively and effectively serve my clients through a comprehensive planning approach, always putting your interests ahead of my own.
Balance in life is important, and I live what I preach with my clients. Now that my wife and I have “launched” each of our three children into their own adult journey we look forward to years of adventure ahead. We live full-time in Anchorage, and still travel to visit our kids and families in Minnesota on a regular basis. Outside of work you’ll find us hiking, camping, fishing, XC Skiing and enjoying everything the great outdoors in Alaska and Minnesota has to offer. We also enjoy travel, with a long list of locations we’re excited to visit.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Insurance Planning
Education Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Branham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
August 10, 2015 - Present
THE PLANNING CENTER, INC.
Office #1: 1650 West End Boulevard, St. Louis Park, MN 55416Office #2: 310 K Street Suite 405, Anchorage, AK 99501RIA
CRD#: 118994
ST. LOUIS PARK, MN
Past
February 4, 2014 - July 16, 2015
CORNERSTONE WEALTH ADVISORS, INC.
RIA
CRD#: 124947
EDINA, MN
Past
April 13, 1999 - August 10, 2001
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE PLANNING CENTER, INC.
THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.
CRD#: 118994 / SEC#: 801-61051
RIA
Registered Investment Advisory firm - (4/12/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(11/30/2018)
IAR
Minnesota(8/10/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
THE PLANNING CENTER, INC.
THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.
CRD#: 118994 / SEC#: 801-61051
RIA
Registered Investment Advisory firm - (4/12/2002 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1615 5th Avenue, Moline, IL 61265
Mailing Address
Phone number
(309) 797-4030
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,335 |
| AUM (Assets Under Management) | $ 1,186,883,573 |
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
THE PLANNING CENTER, INC.
Sr. Financial PlannerCRD#: 118994St. Louis Park, MN 55416TRUST BUT VERIFY
Monitor Michael Branham
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
