Unclaimed Profile

James Matthew Haygood

FILBRANDT WEALTH MANAGEMENT, LLC·MIDDLETON, Wisconsin

Series 65Clean record15 years registeredFILBRANDT WEALTH MANAGEMENT, LLC

8401 GREENWAY BLVD, MIDDLETON, WI 53562CRD# 5947328Firm CRD# 291914

Profile Verification

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

Identity

James Matthew Haygood · MIDDLETON, WI

Registration

CRD #5947328 · FILBRANDT WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2021 – present

FILBRANDT WEALTH MANAGEMENT, LLC

Feb 2018 – Dec 2021

MIDDLETON, WI

FILBRANDT INVESTMENT ADVISERS INCORPORATED

Jul 2011 – Feb 2018

MIDDLETON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 18, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILBRANDT WEALTH MANAGEMENT, LLC

CRD 291914 · SEC 801-112390

AUM

$1.1B

Regulatory assets under management

Employees

469 client accounts

Services offered by FILBRANDT WEALTH MANAGEMENT, LLC

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 FILBRANDT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Matthew Haygood offer?

James Matthew Haygood specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are James Matthew Haygood's credentials?

James Matthew Haygood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Matthew Haygood located?

James Matthew Haygood is based in MIDDLETON, Wisconsin, working with FILBRANDT WEALTH MANAGEMENT, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does James Matthew Haygood charge for services?

James Matthew Haygood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FILBRANDT WEALTH MANAGEMENT, LLC?

FILBRANDT WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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