Robert
Brandsgaard

Brandsgaard Investments

CRD#841292
Investment Advisor
in Mountain Home, AR

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About this Advisor

Robert Brandsgaard is a financial advisor located in Mountain Home, Arkansas. Currently a registered investment advisor with Brandsgaard Investments, they have accumulated an impressive 25 years of practice in the financial advisory industry. Brandsgaard maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Brandsgaard is registered to act as a financial advisor based out of Arkansas. Brandsgaard has worked their career at Brandsgaard Investments. Brandsgaard Investments is located in Mountain Home, Arkansas. As a company, Brandsgaard Investments oversees $20 million in assets covering 70 client accounts and retains one person on staff. The firm's total assets under management makes it one of the smaller financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Brandsgaard Investments provides portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

920 South Street
Mountain Home, AR 72653

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Brandsgaard Investments Brokerage Details

Total Assets Under Management

$20,000,000

AR Average: $880,205,985
Total Number of Employees

1

AR Average: 42
Total Number of Accounts

70

AR Average: 1,714
Average Account Size

$285,714

AR Average: $513,539

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Robert Brandsgaard Work History

Robert has 25 years of experience.

1995 - Present (26 years)

Brandsgaard Investments

Disclosures

Robert Brandsgaard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Brandsgaard Investments

Robert Brandsgaard
Mountain Home, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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