Brandon P. Wyatt

M2 FINANCIAL LLC

COTTONWOOD HEIGHTS, UT 84047

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CRD#: 7415480

Professional summary

Brandon Paul Wyatt is a registered financial advisor currently at M2 FINANCIAL LLC located in Cottonwood Heights, Utah.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brandon has worked at 5 firms 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.

1) Wasatch Retirement Planning; Yes Investment Related; 7622 N Sparrowhawk Way Eagle Mountain UT, 84005; Annuity/Life Insurance Sales; Producer; 8/15/2024; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours; Recommend appropriate insurance products based on clients needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Paul Wyatt'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

January 2, 2025 - Present

M2 FINANCIAL LLC

Office #1: 7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047

RIA

CRD#: 327044

COTTONWOOD HEIGHTS, UT

Past

September 17, 2024 - December 26, 2024

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Lehi, UT

Past

May 8, 2023 - July 19, 2024

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

St George, UT

Past

May 19, 2022 - March 7, 2023

TETON WEALTH GROUP LLC

RIA

CRD#: 311230

MURRAY, UT

Past

July 26, 2021 - April 22, 2022

NEW MILLENNIUM GROUP

RIA

CRD#: 299249

SANDY, UT

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

Idaho
(1/28/2025)

IAR

Utah
(1/2/2025)

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

State Security Law Exam

IAR

Series 65

Date: 7/14/2021

Uniform Investment Adviser Law Examination

Current Firm

M2 FINANCIAL LLC

M2 FINANCIAL | M2 FINANCIAL LLC | M2 FINANCIAL LIMITED LIABILITY COMPANY

CRD#: 327044 / SEC#:

Idaho

Registered Investment Advisory firm - (1/27/2025 Approved)

Texas

Registered Investment Advisory firm - (1/24/2025 Conditional Restricted)

Utah

Registered Investment Advisory firm - (11/27/2023 Approved)

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Contact information

Main Address

7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047

Mailing Address

Phone number

(801) 383-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	786
AUM (Assets Under Management)	$ 61,272,935

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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Brandon P. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Paul Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

M2 FINANCIAL LLC

IMPACT PARTNERSHIP WEALTH, LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

TETON WEALTH GROUP LLC

NEW MILLENNIUM GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2021

Current Firm

M2 FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

M2 FINANCIAL LLC

TRUST BUT VERIFY

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