Unclaimed Profile

James G Brandenburgh

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 66CFPClean record16 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 5296821Firm CRD# 172355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James G Brandenburgh · CINCINNATI, OH

Registration

CRD #5296821 · CLARIFY WEALTH MANAGEMENT, INC. · 16 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2024 – present

CLARIFY WEALTH MANAGEMENT

Nov 2014 – Nov 2024

CINCINNATI, OH

LPL FINANCIAL LLC

Apr 2010 – Oct 2015

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 28, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James G Brandenburgh offer?

James G Brandenburgh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are James G Brandenburgh's credentials?

James G Brandenburgh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James G Brandenburgh located?

James G Brandenburgh is based in CINCINNATI, Ohio, working with CLARIFY WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does James G Brandenburgh charge for services?

James G Brandenburgh'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 CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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