Brandon Kew

Current Employers

Employment History

• 10/2013 → 12/2016
  South Western Advantage
  Nashville, TN
• 01/2017 → Present
  Raymond James Financial Services,Inc
  Clarinda, IA
• 09/2017 → 11/2022
  Southwestern Investment Advisory Services
  Clarinda, IA
• 09/2019 → Present
  Tall, Dark & Comedy
  Omaha, NE
• 11/2019 → Present
  Dixon Wells
  Clarinda, IA
• 09/2017 → 11/2022
  Southwestern Investment Group
  Clarinda, IA
• 12/2021 → Present
  Kew Wealth Team
  Clarinda, IA
• 11/2022 → Present
  Sagespring Wealth Partners
  Clarinda, IA

Other Businesses

(1)Name of Business: Address: 3408 N 129th Circle, Omaha, NE, 68164, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I co-own a rental property in Cedar Falls, IA. I am in contact with the tenants and collect/deposit the rent checks. (2)Name of Business: H&R Block Address: 15668 W Maple road, Omaha, NE, 68116, United States Activity Type: Tax Preparation Position/Title: Agent Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hourly tax preparation of personal income tax returns (3)Name of Business: Kew Brothers, LLC Address: 3408 N 129th Circle, Omaha, NE, 68164, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Kew Wealth Team Address: 114 West Main Street, Clarinda, IA, 51632, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 12/09/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am the financial planner for this endeavor. This is our branding/marketing name for our investment advisory practice. (5)Name of Business: SageSpring Wealth Partners Address: 114 West Main Street, Clarinda, IA, 51632, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisory Services (6)Name of Business: Vanbridge Address: 114 West Main Street, Clarinda, IA, 51632, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: No Start Date: 11/07/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We are going to start using Dixon Wells to help us selling non-variable insurance to clients.\n\n9.13.22 Dixon Wells has been acquired by Vanbridge.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-07