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Braden Clark Wise

Advisor at Guardian Life — Longview, TX

Updated today

Credentials

Series 63, Series 65

Experience

6 years

Location

Longview, TX 75601

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 510 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Braden Wise is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including three years with Northwestern Mutual and over one year at Park Avenue Securities and Guardian Life. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Longview, TX

1000 N High St, 14

Longview TX 75601

Advisors at this office

1

Most active in

Illinois · Indiana · Louisiana · Texas

Work history

6 years of industry experience

Guardian life Insurance Company

2025 - Present • 1 year

Longview, TX

Park Avenue securities

2025 - Present • 1 year

Longview, TX

Guardian life Insurance Company

2024 - 2025 • 1 year

Tatum, TX

Park Avenue securities

2024 - 2025 • 1 year

Tatum, TX

Park Avenue securities

2024 - 2025 • 1 year

Tyler, TX

Guardian life Insurance Company

2024 - 2025 • 1 year

Tyler, TX

Guardian life Insurance Company

2024 - 2024 • 1 year

Addison, TX

Park Avenue securities

2024 - 2024 • 1 year

Addison, TX

Northwestern Mutual Wealth Management Company

2021 - 2024 • 3 years

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2019 - 2024 • 5 years

Tyler, TX

Northwestern Mutual Life Insurance Company

2019 - 2024 • 5 years

Milwaukee, WI

Racquet and Jog

2018 - 2018 • 1 year

Tyler, TX

Pro Hydronics

2017 - 2017 • 1 year

Henderson, TX

Student

2016 - Present • 10 years

Tyler, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John R

Series 65

Longview, TX

1 Timothy 6 V 7 LLC

John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Tucker K

Series 65

Overton, TX

Pistol Hill Capital

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

Real estate investing

Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
user avatar

Andrew A

Series 66

Longview, TX

Rose Wealth, LLC

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary management. The firm emphasizes strategic asset allocation and uses third-party money managers and model portfolios, performing due diligence and ongoing supervision of sub-advisors.

Annuities
user avatar

Abigail W

CFP®, Series 65

Longview, TX

Naviant Partners, LLC

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Sean G

CFP®, Series 66

Longview, TX

Rose Wealth, LLC

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Annuities
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