DB
DB

David Matthew Brandon

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

16253 Swingley Ridge Rd, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David works as a paraplanner for Aul Insurance Group, LLC, assisting advisors with clients and requesting quotes for life insurance and annuities. This takes about half of his time, with a significant portion occurring during security trading hours.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
January 2023 - September 2023 · 8 mos
Aul Financial Group, LLC
August 2022 - December 2022 · 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.