Advisor at Integrity Alliance, LLC
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.
Location
Stanley, ND 58784
Credentials
Series 63, Series 66
Industry experience
41 years
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.
Based on Integrity Alliance, LLC
Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000
$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%
Up to $500 per hour for financial planning and consulting services
Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000
408 S Main Strett
Stanley, ND 58784
North Dakota
Brokers International Financial Services
2021 - Present (5 years)
Wealth Plus of the Dakotas, Inc.
2019 - 2021 (2 years)
Capital Financial Services, Inc
2015 - 2021 (6 years)
Senior Asset Preservation Services
1985 - Present (41 years)
BBH Insurance, Inc
1985 - Present (41 years)
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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.
Lawyer
They provide legal services, typically billed separately.
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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