Brandy Marie Branstetter

Advisor at Beyond Wealth — Overland Park, KS

Updated today

Credentials

CFP®

Experience

14 years

Location

Overland Park, KS 66210

Beyond Wealth logo

Beyond Wealth

Supported

Total advisors

3

Clients per advisor

49 Typical

Avg AUM per client

$807,916 Typical

HNW client ratio

21% Low

About

I once read that to find the work you were meant to do, you must satisfy three things: doing something you’re good at, feeling appreciated, and believing your work is making people’s lives better. I can truly say that as a financial planner and co-founder of Beyond Wealth, I have found my calling. My mission as a CERTIFIED FINANCIAL PLANNER™ is to empower my clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence.

I started my career in finance in 2005 and over the course of the last 15 years have been dedicated to continually learning everything I can about ways to help my clients achieve amazing things with their money. Early in my career, I was discouraged by the lack of engagement with our female clients. I decided I wanted to do something about it! I am passionate about working with female professionals, executives, and entrepreneurs, giving them the opportunity to fully engage with a trusted advisor who is as enthusiastic as they are about achieving their goals. Together with my partner, Andrew, we are committed to forging a long-lasting relationship with you and walking with you on your journey toward financial independence.

When I’m not at the office, I enjoy spending time with my husband, Jon, and two kids, Alexa and Ethan. When we are not chauffeuring our children to sports and activities, my husband and I enjoy playing golf and love all forms of live entertainment—anything from rock concerts to Broadway musicals. I’m a major sports junky and especially love watching Oklahoma Sooner football along with our beloved Kanas City Chiefs. My lifelong dream is to live on the beach someday, but until then, I enjoy exploring new vacation destinations with my family whenever we can.

If you’re looking for a wealth advisor in Kansas City who will work collaboratively with you and leaves you excited about the possibilities of your future, I’m your woman! Reach out to me anytime.

Client services

Based on Beyond Wealth

Financial planning Portfolio management

Expertise

Based on Beyond Wealth

General retirement planning Income planning Active portfolio management

Demographic focus

Female Executives Mid-Career Professionals Gen X (Born 1965-1980)

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Fee options

AUM

1.25% and lower

Flat

$3,500

Other

Minimum Fee of $4,000/year

Location

Overland Park, KS

11225 College Blvd, Suite 115

Overland Park KS 66210

Advisors at this office

3

Most active in

Kansas · Texas

Work history

14 years of industry experience

Castlebar Asset Management, LLC d/b/a Beyond Wealth

2017 - Present • 9 years

Overland Park, KS

Midwest Financial Group LLC

2015 - 2017 • 2 years

Overland Park, KS

Midwest Financial Partners

2012 - 2017 • 5 years

Overland Park, KS

CreativeOne Securities, LLC

2012 - 2012 • 1 year

Disclosures

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

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals

Nick R

CFA®, Series 65

Leawood, KS

ETF Portfolio Partners, Inc.

Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

Passive / index investing

Chris K

Series 65

Overland Park, KS

RPR Financial

Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented, actively managed investment approach.

Wealth management Cross-border & expatriate issues General estate planning guidance Founder/Business Owner Self-Employed Retired
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Jordan H

Series 66

Leawood, KS

The Wealth Consulting Group

Jordan Herwig is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and three years of industry experience. His prior work includes roles at V Wealth Management LLC, LPL Financial LLC, and the University of Kansas. Outside of advisory services, he is involved as an associate in tax preparation and accounting and participates in acting for video and photography advertisements. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and advisor-enhanced algorithmic services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Lucas F

Series 66, ChFC®, Series 7, CRPC®, CFP®

Overland Park, KS

Proper Planning

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Retirement income strategy Roth conversion strategy General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner
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