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Brandy Marie Branstetter

Beyond Wealth

Overland Park, KS

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Current Employers
Beyond Wealth

11225 College Blvd Suite 115, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-13
KS RA APPROVED 2017-08-29
  • TX RA
    APPROVED_RES
    Since 2020-02-13
  • KS RA
    APPROVED
    Since 2017-08-29

Branch Locations

11225 College Blvd Suite 115, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Financial Partners Overland Park KS 11/2012 08/2017
Midwest Financial Group Llc Overland Park KS 03/2015 08/2017
Castlebar Asset Management, Llc D/B/A Beyond Wealth Overland Park KS 08/2017 Present
  • 11/2012 → 08/2017
    Midwest Financial Partners
    Overland Park, KS
  • 03/2015 → 08/2017
    Midwest Financial Group Llc
    Overland Park, KS
  • 08/2017 → Present
    Castlebar Asset Management, Llc D/B/A Beyond Wealth
    Overland Park, KS
Previous Registrations
  • 2015-05-11 → 2017-11-01
    Midwest Financial Group Llc
    Overland Park, KS
    Overland Park, KS
  • 2012-11-19 → 2015-05-11
    Vsr Financial Services, Inc.
    Overland Park, KS
    Overland Park, KS
  • 2012-02-27 → 2012-11-19
    Creativeone Securities, Llc
    Overland Park, KS
    Overland Park, KS
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-25
S63 Uniform Securities Agent State Law Examination 2005-06-18
  • S65 Uniform Investment Adviser Law Examination
    2012-02-25
  • S63 Uniform Securities Agent State Law Examination
    2005-06-18
Designations
Other Names
  • Brandy Marie Smith
  • Brandy M Smith

View on SEC IAPD

Other Firms

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MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

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