Keith Brand
Investment adviser representative at Buck Wealth Strategies, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Buck Wealth Strategies, LLCJul 2024 to now
- Madison Avenue Securities, LLCApr 2021 to now
- Ltcpro, LLC dba Federal Benefits Made Simple An E.A. Buck CompanAug 2002 to now
- Ae Wealth Management, LLCApr 2021 to Nov 2024
- Cabot Lodge Securities LLCNov 2019 to Mar 2021
- Cl Wealth Management LLCNov 2019 to Mar 2021
- UnemployedJun 2019 to Nov 2019
- Schwab Private Client Investment Advisors., Inc.Jan 2012 to May 2019
- Charles Schwab & Co., Inc.Jul 1999 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4007982
- Firm CRD
- 322138