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Brandon Jay Rud

Investment adviser representative at Stephens
22 yearsExperience
2 statesRegistered in
$18BFirm assets
46 yearsFirm in business

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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 feeCommissionsPerformance-based

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

22 years in the industry.

  1. Stephens Inc.Jan 2021 to now
  2. Tigress Financial PartnersJun 2019 to Jul 2019
  3. University of MinnesotaAug 2017 to Dec 2020
  4. Vapor Trail ArcheryMay 2016 to Dec 2016
  5. Annoka-hennepin Public SchoolsJan 2004 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Stephens

Legal name: Stephens Inc.

$18BAssets managed
21,991Clients
242Advisers
46 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
7330569
Firm CRD
3496
Advisor's SEC record (opens in a new tab)
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