Brandon
Agneberg
Waypoint Capital Advisors, LLC
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About this Advisor
Brandon Agneberg is a financial advisor based in Minneapolis, Minnesota, working with Waypoint Capital Advisors, LLC. Brandon has previously held positions 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. Brandon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Brandon is part of Waypoint Capital Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 8 employees. The firm manages assets totaling $949.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Waypoint Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waypoint Capital Advisors, LLC Brokerage Details
$949,938,411
8
719
$1,321,194
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brandon Agneberg Work History
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
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
Minneapolis, MN
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