BK
BK

Brandon Kew

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

114 West Main Street, Clarinda, IA, 51632

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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

Brandon co-owns a rental property and is involved with Kew Brothers, LLC, another rental real estate venture. He is also the CEO of Kew Wealth Team and an advisor at SageSpring Wealth Partners, dedicating about a quarter to half of his time to each. Brandon also works with Vanbridge as a broker selling non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
Sagespring Wealth Partners
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2017 - November 2024 · 7 yrs 9 mos
State Registrations3 states
IANETX
Advisor
Exams
No exam information available for this advisor.