MB
Michael Anne Brannen
29 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
West Chester, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an Investment Advisor Representative with RDA Financial Network, Inc. Since 2008, Michael has also been an insurance agent, which is not investment related.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner Broker
July 2016 - Present · 9 yrs 6 mos
Rda Financial Network
August 2008 - Present · 17 yrs 5 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
August 2008 - July 2016 · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2004 - January 2007 · 2 yrs 7 mos
Primevest Financial Services, INC.
March 2002 - July 2004 · 2 yrs 4 mos
Primevest Financial Services, INC.Broker
June 2001 - July 2004 · 3 yrs 1 mo
Compulife Investor Services, INC.Broker
May 2000 - June 2001 · 1 yr 1 mo
Compulife Investor Services, INC.Broker
July 1995 - September 1999 · 4 yrs 2 mos
Banc One Securities CorporationBroker
October 1993 - July 1995 · 1 yr 9 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.