Brandy Marie Branstetter
Investment adviser representative at Beyond Wealth
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$122.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Beyond WealthAug 2017 to now
- Castlebar Asset Management, LLC d/b/a Beyond WealthAug 2017 to now
- Midwest Financial Group LLCMar 2015 to Aug 2017
- Midwest Financial PartnersNov 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Beyond Wealth
Legal name: Castlebar Asset Management, LLC
$122.5MAssets managed
147Clients
3Advisers
Under 1 yearIn 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
- 4969422
- Firm CRD
- 162231