Brandon Mitchell Wyand
Investment adviser representative at Savvy
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
Are you Brandon Mitchell Wyand? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- SavvySep 2026 to now
- Compound Planning, Inc.Apr 2025 to Sep 2026
- Arq Wealth Advisors, LLCAug 2023 to Apr 2025
- Empower Advisory Group, LLCApr 2023 to Aug 2023
- Personal CapitalNov 2019 to Aug 2023
- The Vanguard Group, IncNov 2016 to Oct 2019
- Hartford Hill WineryMay 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
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
- 6488968
- Firm CRD
- 318493