Unclaimed Profile

Brandon Darell Ratzlaff

CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, Texas

SIE, Series 7, Series 66Clean record22 years registeredCYPRESS POINT WEALTH MANAGEMENT, LLC

3838 OAK LAWN AVE, DALLAS, TX 75219CRD# 4636704Firm CRD# 143771

Profile Verification

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

Identity

Brandon Darell Ratzlaff · DALLAS, TX

Registration

CRD #4636704 · CYPRESS POINT WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CYPRESS POINT WEALTH MANAGEMENT, LLC

Mar 2016 – present

CARTER ADVISORY SERVICES, INC

Mar 2010 – Dec 2016

DALLAS, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Feb 2016

DALLAS, TX

RAYMOND JAMES FINANCIAL SERVICES

Jun 2006 – Jan 2009

DALLAS, TX

MORGAN KEEGAN & COMPANY, INC.

Sep 2005 – May 2006

FT. WORTH, TX

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2004 – Sep 2005

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 3, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS POINT WEALTH MANAGEMENT, LLC

CRD 143771 · SEC 801-67840

AUM

$798M

Regulatory assets under management

Employees

940 client accounts

Services offered by CYPRESS POINT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CYPRESS POINT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Darell Ratzlaff offer?

Brandon Darell Ratzlaff specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Brandon Darell Ratzlaff's credentials?

Brandon Darell Ratzlaff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Darell Ratzlaff located?

Brandon Darell Ratzlaff is based in DALLAS, Texas, working with CYPRESS POINT WEALTH MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Brandon Darell Ratzlaff charge for services?

Brandon Darell Ratzlaff's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CYPRESS POINT WEALTH MANAGEMENT, LLC?

CYPRESS POINT WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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