Brandon Thomas Oliver

CFP

Arcwood Financial, LLC

20 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Arcwood Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

21 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$21.8M

Location

7250 N. 16th St, Suite 104, Phoenix, AZ, 85020

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History

Regulatory History (1)

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Criminal

March 2002

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brandon is an agent/rep at Sunwest Retirement Consulting, a member of KNH Capital LLC, and an independent insurance agent. He also works as a sales associate at Sunwest Benefits Consulting Inc, a member of Smart Beta 401k LLC and Arcwood Financial LLC, and a retirement plan consultant at Arcwood Consulting.

Employment History

Current Registrations

Arcwood Financial, LLC

August 2015 - Present · 10 yrs 6 mos

AXA Advisors, LLCBroker

January 2006 - January 2007 · 1 yr

United Planners' Financial Services of America a Limited Partner

June 2005 - August 2005 · 2 mos

United Planners' Financial Services of America a Limited PartnerBroker

February 2005 - August 2005 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.