Brandon Mitchell Wyand, CFP | Financial Professional | Morrison, Colorado

Professional summary

Brandon Mitchell Wyand, CFP®, who also goes by Brandon Wyand, is a registered financial advisor currently at COMPOUND PLANNING, INC. located in Morrison, Colorado and SAVVY located in Morrison, Colorado.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brandon has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Brandon Wyand

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.

Out West Financial LLC; Investment Related; Morrison, CO; serves as DBA entity for work at Savvy Advisors, advisor, 09/10/2026, 40 trading, (same hours as role at Savvy -this is the DBA for this role)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Mitchell Wyand's CRS (Customer Relationship Summary).

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®

BD

CRD#: 10409

SCOTTSDALE, AZ

Past

June 24, 2015 - October 2, 2015

EQUITABLE ADVISORS, LLC

BD

CRD#: 6627

SCOTTSDALE, AZ

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".

SA

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 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

California
(4/9/2025)

IAR

Colorado
(4/9/2025)

IAR

Texas
(4/9/2025)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 9/18/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

PR

Series 63

Status Unavailable

Passed: 8/7/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PR

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

PR

Series 7

Status Unavailable

Passed: 6/23/2015

General Securities Representative Examination

Current Firm

SA

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

170

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (3/31/2026)

Regulatory assets under management

Total Number of Accounts	14,645
AUM (Assets Under Management)	$ 5,001,044,474

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.

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Advisor Monitoring

Firm Stability Insights

Brandon M. Wyand

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Mitchell Wyand's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVVY

ARQ WEALTH ADVISORS, LLC

EMPOWER ADVISORY GROUP, LLC

PERSONAL CAPITAL ADVISORS CORPORATION

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 65

Passed: 9/18/2015

Series 63

Passed: 8/7/2015

SIE

Passed: 10/1/2018

Series 7

Passed: 6/23/2015

Current Firm

SAVVY

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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