Brandon
Agneberg
Waypoint Capital Advisors, LLC
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About this Advisor
Brandon Agneberg is a certified financial planner working out of Minneapolis, Minnesota. Agneberg is on the advisory team at Waypoint Capital Advisors, LLC. Over the course of their career, they have held roles at Ameriprise Financial, Goldman Sachs, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Merrill Lynch, Bank Of America, N.A, Goldman Sachs Asset Management, Jp Morgan Private Bank, Waypoint Capital Advisors and Waypoint Capital Advisors LLC. Agneberg holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Waypoint Capital Advisors, LLC is an advisory business based out of Minneapolis, MN. The company has offices in two locations and a total of eight employees. It controls $525 million in total assets among its 616 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 616 client accounts, 78% belong to high-net-worth individuals who have greater than $1 million in investable assets. Waypoint Capital Advisors, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which services the firm provides the client. However, fees charged by Waypoint Capital Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waypoint Capital Advisors, LLC Brokerage Details
$524,466,266
8
616
$851,406
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brandon Agneberg Work History
Brandon has been registered as a financial advisor for 0 years.*
Waypoint Capital Advisors
Waypoint Capital Advisors LLC
Bank Of America, N.A
Merrill Lynch
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jp Morgan Private Bank
Goldman Sachs
Goldman Sachs Asset Management
Ameriprise Financial
*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 Agneberg 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 Waypoint Capital Advisors, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
