Morrison, CO
Brandon Wyand
Senior Wealth Advisor
Brandon Wyand is a Senior Wealth Advisor at Compound Planning, bringing over a decade of experience helping clients navigate complex financial decisions with clarity and confidence. He works with individuals and families to design personalized financial strategies that support long-term goals and reflect their values. Brandon began his career in the life insurance industry and was inspired early on by a mentor who was a CFP®. He earned his own CFP® designation in 2018 and has since held advisory roles at Vanguard, Personal Capital, and Empower Advisory Group. He holds Series 63 and 65 licenses and is a graduate of Arizona State University wi...
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Experience
ARQ Wealth Advisors, LLC
2 years
Empower
1 year
Personal Capital
3 years
Vanguard
3 years
Qualifications
Arizona State University
Business Entrepreneurship
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Series 7
FINRA
Series 63
FINRA
Series 65
FINRA
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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