Brant
Shrimplin
626 Financial, LLC
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About this Advisor
Brant Shrimplin is a financial advisor operating in Portage, Michigan with 2 years of relevant experience. Shrimplin currently works for 626 Financial, LLC. Throughout their career, Shrimplin has worked at Lpl Financial LLC and 626 Financial, LLC. Shrimplin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan and Texas. 626 Financial, LLC is a financial advisory firm headquartered in Portage, MI. It handles $261 million in total assets between its 447 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 447 client accounts, 16% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. 626 Financial, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types charged by 626 Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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626 Financial, LLC Brokerage Details
$260,977,856
5
447
$583,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brant Shrimplin Work History
Brant has been registered as a financial advisor for 2 years.*
626 Financial, LLC
Lpl Financial LLC
*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 Brant Shrimplin 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 626 Financial, LLC
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
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