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Brandon T. Oliver

ARCWOOD FINANCIAL
PHOENIX, AZ 85020
Some features on this profile are disabled
CRD#: 4915901
BO

Professional summary

Brandon Thomas Oliver, CFP®, who also goes by Brandon T Oliver, is a registered financial advisor currently at ARCWOOD FINANCIAL, LLC located in Phoenix, Arizona.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brandon has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon T Oliver

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)SUNWEST RETIREMENT CONSULTING - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - PHOENIX AZ, - SINCE 07/2014 - INVESTMENT RELATED--- 2)KNH CAPITAL, LLC - MEMBER - HOLDING COMPANY FOR OUR OFFICE CONDO - SINCE 11/2014 - PHOENIX AZ - INVESTMENT RELATED--- 3)BRANDON OLIVER - INDEPENDENT INSURANCE - AGENT - INSURANCE SALES AND SERVICE - SINCE 06/2005 - PHOENIX AZ - INVESTMENT RELATED--- 4)SUNWEST BENEFITS CONSULTING INC - sales associate - sale and administration of individual and group health insurance - since 08/2015 - Phoenix AZ - INVESTMENT RELATED 5)SMART BETA 401K LLC - member - conducts investment research and product development for a participant directed service that is not yet held out to the public or open to investors - INVESTMENT RELATED - 08/31/2016 - Phoenix AZ 6)ARCWOOD FINANCIAL LLC - member - Registered Investment Advisor - INVESTMENT RELATED - 08/24/2015 - Phoenix AZ 7)ARCWOOD CONSULTING - Retirement Plan Consultant - DBA Name for Marketing Purposes Only - Phoenix, AZ - Since 08/2015 - Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Thomas Oliver'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®

Certified Financial Planner

Experience

Current

August 24, 2015 - Present

ARCWOOD FINANCIAL, LLC

Office #1: 7250 N. 16th St Suite 104, Phoenix, AZ 85020
RIA
CRD#: 189512
PHOENIX, AZ
Past

April 5, 2007 - October 28, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
PHOENIX, AZ
Past

January 11, 2007 - December 21, 2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
PHOENIX, AZ
Past

December 18, 2006 - December 20, 2006

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

January 31, 2006 - January 17, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SCOTTSDALE, AZ
Past

June 29, 2005 - August 23, 2005

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SCOTTSDALE, AZ
Past

February 28, 2005 - August 23, 2005

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ

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
Arizona
(8/24/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/26/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/27/2009
General Securities Principal Examination

Current Firm

AF
ARCWOOD FINANCIAL, LLC
ARCWOOD FINANCIAL, LLC

CRD#: 189512 / SEC#:

Arizona
Registered Investment Advisory firm - (8/24/2015 Approved)
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Contact information

Main Address
7250 N. 16th St Suite 104, Phoenix, AZ 85020
Mailing Address
Phone number
(602) 726-6282
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 21,754,523

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

ARCWOOD FINANCIAL, LLC

CRD#: 189512Phoenix, AZ 85020

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