Brandon D. Ratzlaff
CYPRESS POINT WEALTH MANAGEMENT
Dallas, TX 75219
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CRD#: 4636704
Professional summary
Brandon Darell Ratzlaff, CFP® is a registered financial advisor currently at CYPRESS POINT WEALTH MANAGEMENT, LLC located in Dallas, Texas.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brandon has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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.
1) Brandon Darell Ratzlaff is an instructor for Texas Tech University and Southern Methodist University. 2) Name of outside business: Income Lab Academic Research Council; Is the business investment related: No; Location of the business: 66 S Logan St Denver CO 80209 United States; Description of the business: Academic research group organized by a financial planning technology company, Income Lab; Position Title: Researcher; Responsibilities Duties: Work with Income Lab and other researchers to develop original research in the area of retirement income planning and retirement readiness. ; Start date with business: 2022-03-31; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; 3) Texas Tech Personal Financial Planning Alumni Advisory Board; Board Member; Investment Related: No; Texas Tech University, Box 41210 Lubbcok TX 79409 United States; Public University Alumni Board; Duties: Attend quarterly board meetings; 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; 4) Investment Committee Member; Partners for Sacred Places; Investment Related: No; L1700 Sansom Street, 10th Floor Philadelphia Pennsylvania 19103 United States; Description of the business: Description of the business: Partners for Sacred Places brings together a national network of expert professionals who understand the value of a congregation's architectural assets, its worth as a faith community, and the significance of its service to the community at large. With a national presence and offices in Philadelphia and Chicago, Partners fosters the active community use of historic, sacred places - churches, synagogues, and more - and builds the capability of their congregations through training programs, fundraising assistance, and assessments ; Responsibilities Duties: Serve on the investment committee, attend investment committee meetings.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Texas A&M University; Visiting Instructor; Investment related: No; 2201 Lyon Ct Midlothian TX 76065; Teach various financial planning and investment courses for Texas A&M University remotely; Teach financial planning and investment courses.; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Nathan Harness; Website address for the organization: https://financialplanning.tamu.edu/.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Darell Ratzlaff'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: 2007
Experience
Current
March 22, 2016 - Present
CYPRESS POINT WEALTH MANAGEMENT, LLC
Office #1: 3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219RIA
CRD#: 143771
Dallas, TX
Past
March 12, 2010 - December 2, 2016
CARTER ADVISORY SERVICES, INC
RIA
CRD#: 116249
DALLAS, TX
Past
January 2, 2009 - February 16, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
DALLAS, TX
Past
June 6, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
DALLAS, TX
Past
June 5, 2006 - February 16, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
DALLAS, TX
Past
September 7, 2005 - May 10, 2006
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
FT. WORTH, TX
Past
September 7, 2005 - May 10, 2006
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
FT. WORTH, TX
Past
August 3, 2004 - September 1, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT WORTH, TX
Past
May 25, 2004 - September 1, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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".
CP
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC | CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 143771 / SEC#: 801-67840
RIA
Registered Investment Advisory firm - (4/24/2007 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
Texas(3/22/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC | CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 143771 / SEC#: 801-67840
RIA
Registered Investment Advisory firm - (4/24/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219
Mailing Address
Phone number
(214) 736-8887
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,026 |
| AUM (Assets Under Management) | $ 1,073,078,125 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/19/2024 | ||
| 01/26/2024 | ||
| 04/25/2023 |
Red Flags
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Company Information
CYPRESS POINT WEALTH MANAGEMENT, LLC
CRD#: 143771Dallas, TX 75219TRUST BUT VERIFY
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