Brandon
Krizo Yaple
Ep Wealth Advisors
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About this Advisor
Brandon Krizo Yaple is a financial advisor based in Vancouver, Washington, working with Ep Wealth Advisors. Brandon has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, The University Of Pittsburgh, Massmutual, Mml Investors Services, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Fisher Investments, and Ep Wealth Advisors, LLC. Brandon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Washington. Currently, Brandon is part of Ep Wealth Advisors, which operates out of Vancouver, Washington. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Brandon Krizo Yaple Work History
Ep Wealth Advisors, LLC
Fisher Investments
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Massmutual
Mml Investors Services
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
The University Of Pittsburgh
Disclosures
Please visit the SEC profile of Brandon Krizo Yaple 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 Ep Wealth Advisors
Torrance, CA
Torrance, CA
Salt Lake City, UT
Salt Lake City, UT
Walnut Creek, CA
Torrance, CA
Torrance, CA
San Luis Obispo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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