Brandon Todd Waldeck
CFP®Professional Summary
Brandon Todd Waldeck, CFP® is a registered financial advisor currently at GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas. Brandon is registered as a RR (Registered Representative) and started their career in finance in 2000. Brandon has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
GUIDESTONE FINANCIAL SERVICES
Contact Information
Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Mailing Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Phone Number
(214) 720-6486Established
Texas since 06/26/2008Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | — |
| ALDERMAN, RALPH WARREN JR | DIRECTOR | 8333619 |
| BAILEY, CHAD MICHAEL | PRESIDENT | 5567481 |
| COOK, ROBERT SCOTT | VICE PRESIDENT AND SECRETARY | 5587943 |
| EMFINGER, GLENN DUDLEY | DIRECTOR | 8324235 |
| HALPIN, JEREMY LOWELL | FINOP/CFO/TREASURER | 6560503 |
| MOLINA, STEPHANIE JEAN | CHIEF COMPLIANCE OFFICER | 5115805 |
| POWELL, KEITH ALLEN | DIRECTOR | 8328076 |
| TUCKER, JASON | DIRECTOR | 8141526 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2005About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2005About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brandon Todd Waldeck's CRS (Customer Relationship Summary).
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