Andrew Raymond Branz

Employer firm

Clark Wealth Partners, LLC CRD 321757

$260M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2015 → 03/2025
  New York Life Insurance Company
  Creve Coeur, MO
• 05/2016 → 03/2025
  Nylife Securities Llc
  Creve Coeur, MO
• 02/2017 → 03/2025
  The Timmermann Group
  Breese, IL
• 11/2017 → 03/2025
  Eagle Strategies Llc
  Breese, IL
• 03/2025 → Present
  Clark Wealth Partners, Llc
  O'FAllon, IL

Previous Registrations

• 2017-11-15 → 2025-03-13
  Eagle Strategies Llc
  Breese, IL
  Creve Coeur, MO

Other Businesses

03/2025 - Independent Insurance Agent, not investment related, less than 1 hour per month devoted to this activity.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-03

Other Names

• Andrew Branz