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Raoul Kelly Brandt

Advisor at Integrity Alliance, LLC — Stanley, ND

Updated today

Credentials

Series 63, Series 66

Experience

41 years

Location

Stanley, ND 58784

Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Total advisors

324

Across 192 offices

Clients per advisor

33 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Raoul Brandt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes roles at Brokers International Financial Services, Wealth Plus of the Dakotas, Capital Financial Services, Senior Asset Preservation Services, and BBH Insurance. He serves as president of BBH Insurance Inc., owns Senior Asset Preservation Services, and is a board member of the North Dakota Western Area Water Supply; he is also president of the Stanley Lions Club. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing a range of investment approaches and custodial platforms.

Client services

Based on Integrity Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Integrity Alliance, LLC

Annuities ESG / Sustainable investing

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Fee options

Fixed

Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000

Percentage

$0 - $1,000,000: 1.00% - 2.80% $1,000,001 - $3,000,000: 1.00% - 2.20% $3,000,001+: 0.50% - 1.75%

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000

Location

See office

Stanley, ND

408 S Main Strett

Stanley ND 58784

Advisors at this office

1

Most active in

North Dakota

Work history

41 years of industry experience

Brokers International Financial Services

2021 - Present • 5 years

Urbandale, IA

Wealth Plus of the Dakotas, Inc.

2019 - 2021 • 2 years

Aberdeen, SD

Capital Financial Services, Inc

2015 - 2021 • 6 years

Minot, ND

Senior Asset Preservation Services

1985 - Present • 41 years

Stanley, ND

BBH Insurance, Inc

1985 - Present • 41 years

Stanley, ND

Disclosures

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

Business activities & affiliations

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