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Philip B
Series 63, Series 65
Kalamazoo, MI
Prosperity Capital Advisors
Philip Brandt is a financial advisor with Prosperity Capital Advisors in Kalamazoo, MI, holding Series 63 and 65 licenses and having 14 years of industry experience. He has worked at Brandt Wealth Advisors, Harbour Investments Inc., and Harbinger Asset Management, LLC. Outside his advisory role, Mr. Brandt is a licensed insurance agent and represents ACN Incorporated, providing telecommunications, energy, and health sharing services. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other advisory firms. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, using providers like BlackRock, Dimensional, and Vanguard, and offers separately managed accounts, retirement plan services, and serves as a Turnkey Asset Manager Program (TAMP).
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