Brandy M. Branstetter

BEYOND WEALTH

Overland Park, KS 66210

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CRD#: 4969422

Professional summary

Brandy Marie Branstetter, CFP®, who also goes by Brandy M Smith, Brandy Marie Smith, is a registered financial advisor currently at BEYOND WEALTH located in Overland Park, Kansas.

Brandy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brandy has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandy M Smith | Brandy Marie Smith

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. OWNER OF FRESH FINANCIAL PLANNING, LLC, WHICH IS A NON INVESTMENT RELATED TAX ENTITY ORGANIZED IN 2015 (MAILING ADDRESS: 1926 W Forest St Olahe, KS 66061). 2. SELF EMPLOYED AS INDEPENDENT INSURANCE AGENT SINCE 2015 PROVIDING NON-INVESTMENT RELATED INSURANCE PRODUCTS AND SERVICES AS NEEDED DURING REGULAR BUSINESS HOURS. (MAILING ADDRESS: 10901 Lowell Ave, SUITE 125, OVERLAND PARK, KS, 66210).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandy Marie Branstetter'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

Start date: 2017

Experience

Current

August 29, 2017 - Present

BEYOND WEALTH

Office #1: 11225 College Blvd Suite 115, Overland Park, KS 66210

RIA

CRD#: 162231

Overland Park, KS

Past

May 11, 2015 - November 1, 2017

MIDWEST FINANCIAL GROUP LLC

RIA

CRD#: 175288

OVERLAND PARK, KS

Past

November 19, 2012 - May 11, 2015

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

OVERLAND PARK, KS

Past

November 19, 2012 - May 11, 2015

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

February 27, 2012 - November 19, 2012

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

OVERLAND PARK, KS

Past

August 3, 2011 - November 19, 2012

CREATIVEONE SECURITIES, LLC

CRD#: 152974

OVERLAND PARK, KS

Past

June 4, 2009 - August 3, 2011

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

OVERLAND PARK, KS

Past

November 3, 2008 - May 19, 2009

CUTTER & COMPANY, INC.

CRD#: 22449

OVERLAND PARK, KS

Past

March 26, 2007 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TULSA, OK

Past

March 26, 2007 - November 6, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TULSA, OK

Past

June 15, 2006 - February 12, 2007

LPL FINANCIAL LLC

CRD#: 6413

TULSA, OK

Past

July 6, 2005 - May 30, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

June 7, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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

Kansas
(8/29/2017)

IAR

Missouri
(8/31/2017)

IAR

Oklahoma
(6/20/2018)

IAR

Texas
(2/17/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/6/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEYOND WEALTH

BEYOND WEALTH | FRESH FINANCIAL PLANNING | CASTLEBAR ASSET MANAGEMENT, LLC

CRD#: 162231 / SEC#:

California

Registered Investment Advisory firm - (10/26/2024 Terminated)

Kansas

Registered Investment Advisory firm - (4/20/2012 Approved)

Missouri

Registered Investment Advisory firm - (2/25/2016 Approved)

Oklahoma

Registered Investment Advisory firm - (6/13/2018 Approved)

Texas

Registered Investment Advisory firm - (2/13/2020 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

11225 College Blvd Suite 115, Overland Park, KS 66210

Mailing Address

Phone number

(913) 871-7980

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 96,849,778

Red Flags

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

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Firm Stability Insights

Brandy M. Branstetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandy Marie Branstetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIDWEST FINANCIAL GROUP LLC

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

BROKER DEALER FINANCIAL SERVICES CORP.

CUTTER & COMPANY, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2012

Series 63

Date: 6/18/2005

SIE

Date: 5/11/2015

Series 7

Date: 1/24/2012

Series 6

Date: 6/6/2005

Current Firm

BEYOND WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEYOND WEALTH

TRUST BUT VERIFY

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