Brandon Darell Ratzlaff
Investment adviser representative at Cypress Point Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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
Experience
10 years in the industry.
- Income Lab Academic Research CouncilMar 2022 to now
- Cypress Point Wealth Management, LLCFeb 2016 to now
- Southern Methodist UniversityJan 2022 to Jan 2026
- Texas Tech UniversityJan 2022 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cypress Point Wealth Management, LLC
$1.5BAssets managed
177Clients
4Advisers
19 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
- 4636704
- Firm CRD
- 143771