Advisor at AE Wealth Management, LLC
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Firm
AE Wealth Management, LLC
Location
Gulfport, MS 39503
Credentials
Series 65
Industry experience
7 years
Brandon Blanchard is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including J.W. Cole Advisors, Global Financial Private Capital, and Postlethwaite & Netterville. In addition to his advisory role, he is involved with Gregory Ricks & Associates, where he serves as an insurance producer. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients, including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform-centered approach that integrates internal and third-party managed models.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
8930 Lorraine Rd, Ste C
Gulfport, MS 39503
Louisiana · Mississippi · Texas
AE Wealth Management, LLC
2019 - Present (7 years)
J.W. Cole Advisors, INC.
2019 - 2019 (1 year)
Global Financial Private Capital, LLC
2018 - 2019 (1 year)
Gregory Ricks & Associates
2018 - Present (8 years)
Design Engineering, Inc.
2018 - 2018 (1 year)
Uber
2018 - 2018 (1 year)
Postlethwaite & Netterville
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 65
Diberville, MS
Voyage Wealth Management, LLC
Series 66
Ocean Springs, MS
AAIM Financial
CFP®, Series 65
Gulfport, MS
Adaptive Wealth, LLC
CFP®, CPA
Gulfport, MS
Inspired Financial Planners
Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.
CFP®, Series 66
Gulfport, MS
Cogentblue
Series 66
Ocean Springs, MS
Wealthharbor Capital Group, LLC
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