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Brandon Darell Ratzlaff

CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, Texas
Clean recordCYPRESS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon Darell Ratzlaff is a registered financial advisor based in DALLAS, Texas, affiliated with CYPRESS POINT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC
AUM
$798M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at CYPRESS POINT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4636704
Firm CRD# 143771
View on FINRA BrokerCheck →

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05

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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Other Advisors at CYPRESS POINT WEALTH MANAGEMENT, LLC

Glenda Kaye Bianchi
DALLAS, TX
Ai Vee Nmn Mcaninch
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Ronald Scott Boyd
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