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Benjamin Jacob Brandt

CAPITAL CITY WEALTH MANAGEMENT, INC.·BISMARCK, North Dakota
Series 7, Series 66CFPClean record19 years registeredCAPITAL CITY WEALTH MANAGEMENT, INC.
1000 TACOMA AVENUE, BISMARCK, ND 58504CRD# 5177378Firm CRD# 172199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Jacob Brandt · BISMARCK, ND
Registration
CRD #5177378 · CAPITAL CITY WEALTH MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL CITY WEALTH MANAGEMENT, INC.
Sep 2014 – present
THRIVENT INVESTMENT MANAGEMENT INC.
May 2007 – Sep 2014
BISMARCK, ND
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 1, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL CITY WEALTH MANAGEMENT, INC.
CRD 172199 · SEC 801-131838
AUM
$126M
Regulatory assets under management
Employees
6
298 client accounts
Services offered by CAPITAL CITY WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPITAL CITY WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Benjamin Jacob Brandt offer?
Benjamin Jacob Brandt specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BISMARCK, North Dakota for a consultation.
What are Benjamin Jacob Brandt's credentials?
Benjamin Jacob Brandt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Benjamin Jacob Brandt located?
Benjamin Jacob Brandt is based in BISMARCK, North Dakota, working with CAPITAL CITY WEALTH MANAGEMENT, INC.. Their office serves clients in the BISMARCK metropolitan area and surrounding communities.
How does Benjamin Jacob Brandt charge for services?
Benjamin Jacob Brandt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL CITY WEALTH MANAGEMENT, INC.?
CAPITAL CITY WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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