Brandon A. Cloete

ISTHMUS PARTNERS

MADISON, WI 53703

Some features on this profile are disabled

CRD#: 7233786

Professional summary

Brandon A Cloete, CFP® is a registered financial advisor currently at ISTHMUS PARTNERS, LLC located in Madison, Wisconsin.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brandon has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon A Cloete'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

August 15, 2022 - Present

ISTHMUS PARTNERS, LLC

Office #1: 1 South Pinckney Street Suite 800, Madison, WI 53703

RIA

CRD#: 171279

MADISON, WI

Past

September 29, 2020 - August 16, 2022

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

MADISON, WI

Past

May 18, 2020 - August 16, 2022

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MADISON, WI

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".

ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA

Registered Investment Advisory firm - (5/19/2014 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

Wisconsin
(8/15/2022)

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 66

Date: 9/25/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/18/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/17/2020

Securities Industry Essentials Examination

Current Firm

ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 South Pinckney Street Suite 800, Madison, WI 53703

Mailing Address

Phone number

(608) 729-0949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISTHMUS PARTNERS APPENDIX 1 WRAP FEE BROCHURE (10/23/2025)

ISTHMUS PARTNERS PART 2A BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	1,732
AUM (Assets Under Management)	$ 1,296,248,165

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.

Similar Advisors

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Reno, NV

Jason Gilbert

RGA INVESTMENT ADVISORS, LLC

IAR

Great Neck, NY

Robert Blasucci

ECHOTRADE LLC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brandon A. Cloete

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon A Cloete's CRS (Customer Relationship Summary).

Certified licenses

Experience

ISTHMUS PARTNERS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

ISTHMUS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2020

Series 7TO

Date: 5/18/2020

SIE

Date: 2/17/2020

Current Firm

ISTHMUS PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISTHMUS PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors