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Evan Brandsma

Advisor at Brandsma Capital LLC

Updated today

Location

Hollister, MO

Credentials

Series 66

Industry experience

1 year

About

Evan Brandsma is a financial advisor at Brandsma Capital LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Financial. Outside of his advisory role, Brandsma serves as a youth pastor at Keystone Baptist Church. Brandsma Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm employs a multi-disciplinary investment process and offers a range of services including portfolio management, financial planning, and access to alternative investment products.

Client services

Based on Brandsma Capital LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops
Annual review, cash management account access

Expertise

Based on Brandsma Capital LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management

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Fee options

Fixed

Comprehensive planning one-time flat fee $5,000; Cash Management Account Access $5/month; Annual Review Service $25/month fixed fee

Percentage

$0 - $100,000: Flat fee of $25/month $0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

$100/hour for financial planning; $100/hour for educational seminars (minimum 3 hours)

Other

Minimum fee: $25/month for clients with less than $100,000 AUM; $25/month fixed fee for Annual Review Service Fee-only: Financial planning fees: $100/month fixed fee for up to 2 hours; hourly rate $100/hour; comprehensive planning flat fee $5,000 or graduated fee $5,000 per $1 million in advisable assets; Annual Review Service $25/month fixed plus asset-based fee as per AUM tiers; Cash Management Account Access $5/month fixed fee

Location

Hollister, MO

Most active in

Missouri

Work history

Keystone Baptist Church

2025 - Present (1 year)

Brandsma Capital LLC

2025 - Present (1 year)

LPL Enterprise

2024 - 2025 (1 year)

Prudential Financial

2023 - 2024 (1 year)

College of the Ozarks

2023 - 2024 (1 year)

Barefoot Farms LLC

2021 - Present (5 years)

Belk

2021 - 2022 (1 year)

One Up LLC

2021 - 2025 (4 years)

Andy's Frozen Custard- Branson

2021 - 2023 (2 years)

Choice Finish and Flooring

2018 - 2021 (3 years)

Reeds Spring

2009 - 2023 (14 years)

Disclosures

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

Business activities & affiliations

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Early retirement planning Business ownership considerations Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Robbins is a silent partner in a local pizza business and has experience as a speaker conducting seminars and workshops. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Steve F

CFP®, Series 63, Series 66

Branson, MO

Edward Jones

Steve Fernandez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates a personal income tax preparation business serving long-standing clients and their referrals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Samuel P

Series 66

Branson West, MO

Edward Jones

Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Religious/faith focused
user avatar

Sean F

Series 66

Branson, MO

LPL Financial

Sean Fitzgerald is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Central Bank and Cutting Edge LLC, as well as academic positions at Missouri State University and Coastal Carolina University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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