Nate Brandt

AIF®
FINANCIAL ADVISOR

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As a Financial Advisor, Nate is learning from his father and Senior Financial Advisor, Clay Brandt CFP®, and is becoming a more experienced professional. Through Raymond James, we have access to a broad array of investment strategies and specialized services to help clients meet there long-term goals.

Nate played college basketball at North Iowa Area Community College where he earned his Associates of Arts Degree, then transferred to a Division 1 school called Mississippi Valley State University, and ultimately finished playing his college career at Minot State University. Before joining Wells Fargo Advisors in July of 2015, Nate interned at Integrity Viking Funds in Minot, North Dakota, and was a part of the portfolio research team. Nate graduated from Minot State University in 2015 with a Finance degree and has been working alongside his father since.

Nate holds his Series 7 and 63 securities registrations as well as Life, Accident & Health licenses. Nate earned the AIF® designation in 2019. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology. As an Accredited Investment Fiduciary ® (AIF®) I also specialize in working with small businesses and their associates to create and monitor Qualified Retirement Plans like 401(k)’s and profit sharing plans.

Nate currently resides in downtown Milwaukee. In his free time Nate is an avid golfer, and is a huge sports fan supporting his favorite sports teams.

Nate and his father Clay and the team at Brandt Wealth Management welcome the opportunity to meet with you to learn about your specific situation, and explore whether they can be of benefit to you. Please contact Nate by email at nate.brandt@raymondjames.com, or by phone at 262.661.4242