Charles Spencer Brant
Investment adviser representative at Bz Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$26MFirm 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
15 years in the industry.
- Bz Wealth Advisors, LLCJul 2026 to now
- Branzan Investment Advisors, Inc.Jan 2011 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bz Wealth Advisors, LLC
$26MAssets managed
34Clients
4Advisers
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
- 5888917
- Firm CRD
- 335978