Brandon
Rud
Stephens
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About this Advisor
Brandon Rud is a financial advisor who works in Portland, Maine with a total of 2 years of relevant experience. Rud works at Stephens. Throughout their career, they have worked at Ham Lake Sportsman Club, Vapor Trail Archery, Annoka-Hennepin Public Schools, Tigress Financial Partners, University Of Minnesota and Stephens Inc. Rud has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Maine and Texas. Stephens is a registered investment company operating out of Little Rock, AR. The firm has offices in 23 locations and a total of 637 employees. It manages $12 billion in total assets between its 21,479 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 21 charities and foundations. Of its 21,479 client accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in investable assets. Stephens provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually are based on the financial services offered. However, fee types charged by Stephens may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$12,334,227,079
637
21,479
$574,246
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brandon Rud Work History
Brandon has been registered as a financial advisor for 2 years.*
Stephens Inc
Tigress Financial Partners
University Of Minnesota
Vapor Trail Archery
Ham Lake Sportsman Club
Annoka-Hennepin Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Rud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens
Little Rock, AR
Dallas, TX
Rogers, AR
Little Rock, AR
Lutherville-Timonium, MD
Rogers, AR
Charlotte, NC
Fayetteville, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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