Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Baton Rouge, LA 70809
Wells Fargo Clearing
Institution
Brandon Kershaw is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, LWCC, and Louisiana Housing Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Baton Rouge, LA Essen Lane
4171 Essen Lane, Suite 1250
Baton Rouge LA 70809
Advisors at this office
11
Louisiana
1 year of industry experience
Wells Fargo Clearing
2025 - Present • 1 year
Baton Rouge, LA
Morgan Stanley
2024 - 2025 • 1 year
Baton Rouge, LA
LWCC
2023 - 2023 • 1 year
Baton Rouge, LA
Louisiana Housing Corporation
2023 - 2024 • 1 year
Baton Rouge, LA
LSU Student
2020 - 2024 • 4 years
Baton Rouge, LA
City Hospitality
2019 - 2022 • 3 years
Baton Rouge, LA
Student
2007 - 2020 • 13 years
Baton Rouge, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Baton Rouge, LA
Simmons Asset Management, LLC
Mark Simmons is the sole advisor at Simmons Asset Management, LLC in Baton Rouge, LA. He holds a Series 66 designation and has 20 years of industry experience. Before founding his firm, he worked at B.F. Anderson starting in 2002. Simmons Asset Management provides discretionary investment supervisory services and individual portfolio management for both individual and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm emphasizes fundamental security analysis, asset allocation, and a long-term investment approach tailored to each client’s objectives and risk tolerance.
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
Teddy Theriot is the principal advisor at Belle River Capital Management LLC, an independent firm, with 20 years of industry experience. He previously worked at Theriot Walston Inc. for 10 years before founding his current firm in 2023. Theriot holds Series 63 and Series 65 licenses. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations. The firm offers wrap-fee accounts and combines fundamental and technical analysis to tailor asset allocation and securities selection according to client objectives, serving a mix of retail and institutional clients.
CFP®, Series 65, Series 66
Baton Rouge, LA
Logical Investments, LLC
Jeffry Cobb is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has worked at Foresters Equity Services Inc and Logical Investments since 2011. In addition to his advisory work, he is involved in insurance sales and tax preparation through related business activities and also performs notary services for clients. Logical Investments, LLC is an independent advisory firm managing approximately $45.7 million for about 77 clients, providing discretionary portfolio management, financial planning, and tax services. The firm utilizes model-driven portfolios with hedging, alternative income strategies, and momentum-based trading, and acts as founder and general partner of a private pooled investment vehicle, Oakstone Hedged Equity, LP.
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.
PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
Anthony Rizzutto is a financial advisor with Rizzutto Financial Advisors in Baton Rouge, LA, holding the PFS™ and Series 66 designations and possessing 15 years of industry experience. He has been associated with Rizzutto Financial Group since 2004 and is also a practicing CPA with ownership of a public accounting firm since 1990. Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management primarily for individual clients. The firm uses a long-term, buy-and-hold approach with predominantly non-discretionary asset management and applies mutual fund database filtering, performance chart analysis, and financial-ratio risk assessment to inform recommendations.
Series 65
Baton Rouge, LA
Clear Net Worth, L.L.C.
Richard Bond is the sole advisor at Clear Net Worth, L.L.C. based in Baton Rouge, LA, holding a Series 65 designation with 15 years of industry experience. He serves as director of Gulf States Holdings, Inc., an insurance holding company, and is also active as an attorney providing estate planning and related legal services through The Bond Law Firm, LLC. Additionally, he owns and operates a licensed real estate brokerage and a residential and commercial construction company. Clear Net Worth offers discretionary portfolio management and financial planning to individual investors and a select group of institutional and business clients. The firm employs fundamental security analysis combined with macroeconomic considerations to manage diversified portfolios across taxable and retirement accounts.
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