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Benjamin Jacob Brandt

Capital City Wealth Management, Inc.

Bismarck, ND

CRD 5177378

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Employer firm

Capital City Wealth Management, Inc. CRD 172199

$130M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Capital City Wealth Management, Inc.

1000 Tacoma Avenue Suite 200, Bismarck, ND 58504 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-19
ND RA APPROVED 2014-09-08
  • TX RA
    APPROVED
    Since 2022-12-19
  • ND RA
    APPROVED
    Since 2014-09-08

Branch Locations

1000 Tacoma Avenue Suite 200, Bismarck, ND 58504 • 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
Capital City Wealth Management, Inc. Bismarck ND 07/2014 Present
Capital City Wealth Management, Inc. Bismarck ND 09/2014 Present
Limitless Advisor Coaching Program Bismarck ND 01/2020 12/2021
Retire Ready Resources Llc Bismarck ND 07/2019 Present
Retirement Starts Today Radio Bismarck ND 10/2015 Present
The Retirement Tax Podcast Anchorage AK 08/2021 03/2025
  • 07/2014 → Present
    Bismarck, ND
  • 09/2014 → Present
    Bismarck, ND
  • 01/2020 → 12/2021
    Limitless Advisor Coaching Program
    Bismarck, ND
  • 07/2019 → Present
    Retire Ready Resources Llc
    Bismarck, ND
  • 10/2015 → Present
    Retirement Starts Today Radio
    Bismarck, ND
  • 08/2021 → 03/2025
    The Retirement Tax Podcast
    Anchorage, AK
Previous Registrations
Other Businesses

Retire Ready Resources LLC not investment-related 1000 Tacoma Ave., Suite #200, Bismarck, ND 58504 Media Sole Member, Content Creator July 2019 10 hours per month 2 hours during trading Content creator. Author of books, host of podcast & YouTube channels. Online Course creator. Retirement Starts Today Radio investment-related 1000 Tacoma Ave., Suite #200, Bismarck, ND 58504 Podcast Host October 2015 6 hours per month 0 hours during trading Host a biweekly podcast discussing topics on the mind of the modern retiree

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-19
  • S66 Uniform Combined State Law Examination
    2007-04-19
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Jacob Brandt
  • Benjamin Brandt

View on SEC IAPD

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