Brandon L. Wynne

WYNNE WEALTH MANAGEMENT

Fort Worth, TX

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CRD#: 6452303

Professional summary

Brandon Lee Wynne is a registered financial advisor currently at WYNNE WEALTH MANAGEMENT located in Fort Worth, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brandon has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Lee Wynne'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®

None

Experience

Current

February 7, 2023 - Present

WYNNE WEALTH MANAGEMENT

RIA

CRD#: 282925

Fort Worth, TX

Past

September 6, 2022 - December 31, 2022

WYNNE WEALTH MANAGEMENT

RIA

CRD#: 282925

FORT WORTH, TX

Past

May 3, 2016 - December 31, 2020

WYNNE WEALTH MANAGEMENT

RIA

CRD#: 282925

FORT WORTH, TX

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
(2/7/2023)

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: 12/18/2015

Uniform Investment Adviser Law Examination

Current Firm

WYNNE WEALTH MANAGEMENT

CRD#: 282925 / SEC#:

Texas

Registered Investment Advisory firm - (2/7/2023 Approved)

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Contact information

Main Address

Fort Worth, TX

Mailing Address

Phone number

(817) 504-0475

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Brandon L. Wynne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Lee Wynne's CRS (Customer Relationship Summary).

Certified licenses

Experience

WYNNE WEALTH MANAGEMENT

WYNNE WEALTH MANAGEMENT

WYNNE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2015

Current Firm

WYNNE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

WYNNE WEALTH MANAGEMENT

TRUST BUT VERIFY

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