Brandon Kaplan is a CFP-designated registered investment advisor, based in Las Vegas, NV, with 9 years of industry experience.
Location
8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113
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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.
Learn about disclosures →Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 10 mos
The Ameriflex Group
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Woodbury Financial Services, INC.
November 2022 - May 2023 · 6 mos
Woodbury Financial Services, INC.Broker
September 2022 - May 2023 · 8 mos
Assetmark Brokerage, LLCBroker
July 2015 - September 2022 · 7 yrs 2 mos
State Registrations5 states
AZCAOKORUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.