Advisor at GreenLeaf Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GreenLeaf Financial Network, LLC
Location
Jefferson City, MO
Credentials
Series 63, Series 65
Industry experience
9 years
Brandon Wooley is a financial advisor at GreenLeaf Financial Network, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenLeaf since 2019. Outside of his advisory role, Wooley is president of The Credit Restore, LLC, a non-investment-related business he has led since 2008, and he serves as a loan originator at Hancock Mortgage Partners. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies and works through a network of independent advisors to develop customized client solutions.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
Jefferson City, MO
Missouri
GreenLeaf Financial Network, LLC
2019 - Present (7 years)
Various Insurance Carriers For W&R Insurance Agencies
2016 - Present (10 years)
Waddell & Reed Inc
2015 - 2018 (3 years)
Hancock Mortgage Partners
2014 - Present (12 years)
The Credit Restore, LLC
2008 - Present (18 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jefferson City, MO
BIY Financial, LLC
CFP®, Series 63
Jefferson City, MO
Erickson Financial Solutions, LLC
CFP®
Jefferson City, MO
MVK Financial Planning, LLC
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Series 63, Series 65
Jefferson City, MO
Retirement Plan Advisors, LLC
Series 66
Jefferson City, MO
Retirement Plan Advisors, LLC
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