Brandon Darell Ratzlaff

Employer firm

Cypress Point Wealth Management, LLC CRD 143771

$1.47B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Cypress Point Wealth Management, Llc
  Dallas, TX
• 01/2022 → 01/2026
  Southern Methodist University
  Dallas, TX
• 01/2022 → 01/2026
  Texas Tech University
  Lubbock, TX
• 03/2022 → Present
  Income Lab Academic Research Council
  Denver, CO

Previous Registrations

• 2010-03-12 → 2016-12-02
  Carter Advisory Services, Inc
• 2009-01-02 → 2016-02-16
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2006-06-06 → 2009-01-02
  Raymond James Financial Services, Inc.
  Dallas, TX
• 2005-09-07 → 2006-05-10
  Morgan Keegan & Company, Llc
  Ft. Worth, TX
  Ft. Worth, TX
• 2004-08-03 → 2005-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Other Businesses

1) Name of outside business: Income Lab Academic Research Council; Is the business investment related: No; Location of the business: 66 S Logan St Denver CO 80209 United States; Description of the business: Academic research group organized by a financial planning technology company, Income Lab; Position Title: Researcher; Responsibilities Duties: Work with Income Lab and other researchers to develop original research in the area of retirement income planning and retirement readiness. ; Start date with business: 2022-03-31; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; 2) Investment Committee Member; Partners for Sacred Places; Investment Related: No; L1700 Sansom Street, 10th Floor Philadelphia Pennsylvania 19103 United States; Description of the business: Description of the business: Partners for Sacred Places brings together a national network of expert professionals who understand the value of a congregation's architectural assets, its worth as a faith community, and the significance of its service to the community at large. With a national presence and offices in Philadelphia and Chicago, Partners fosters the active community use of historic, sacred places - churches, synagogues, and more - and builds the capability of their congregations through training programs, fundraising assistance, and assessments ; Responsibilities Duties: Serve on the investment committee, attend investment committee meetings.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S66 Uniform Combined State Law Examination
  2004-08-02

Designations

• Certified Financial Planner