Ryan Brandon
Advisor at TCFG Investment Advisors, 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.
Advisor at TCFG Investment Advisors, 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
Manitowoc, WI 54220
Credentials
Series 65
Industry experience
1 year
Ryan Brandon is a financial advisor at TCFG Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michael E Halla & Associates, Roncalli High School, Saint John's Prep School, Minnesota State University Moorhead, and Concordia University Wisconsin. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Based on TCFG Investment Advisors, LLC
$500 - $10,000; sometimes calculated as 0.20% - 0.50% of assets under management annually
$0 - $249,999: 2.00% per annum $250,000 - $499,999: 1.75% per annum $500,000 - $1,000,000: 1.50% per annum $1,000,000+: 1.00% per annum
$175 - $250 per hour
100 Maritime Drive, Suite 3 A
Manitowoc, WI 54220
Wisconsin
Michael E Halla & Associates
2023 - Present (3 years)
Roncalli High School
2022 - 2023 (1 year)
Saint John's Prep School
2019 - 2022 (3 years)
Minnesota State University Moorhead
2017 - 2019 (2 years)
Concordia University Wiscosin
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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