We help serious, long-term individual investors achieve their financial goals by understanding their needs and implanting tailored solutions.
|Firm Start Year:||1922|
|Name of Broker/Dealer:||Brandon Gehle|
|Name of Custodial Firm:||Edward Jones|
|States Licensed in:||KS, MO|
|Number of Years with Current Firm:||5|
|Work Experience:||Edward Jones May, 2015-Present|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses|
|Advisory Services Provided:||Financial Advice & Consulting, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Education Funding and Planning|
|Investment Types:||Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Video Conference, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Variable Life, Disability, Annuity, Life|
|Advisor's Number of Clients:||220|
|Advisor's Number of Planning Clients:||220|
|Assets Managed by Advisor:||$45,000,000|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$5000|
|Compensation Methods:||Commissions, Based on Assets, Flat Fee|
|Fee % Based on Assets:||Varies|
|Bachelor of Science - Finance and Accounting||
Culver-Stockton College - Canton, MO
Growing up in the small town of LaHarpe, Illinois, I learned the value of hard work and the dollar. I worked my way through school and ended up getting an athletic scholarship to Culver-Stockton College. At Culver-Stockton, my work ethic and drive served me well. I became the president of my fraternity and helped deliver the best numbers it had seen in many years.
One of the most valuable lessons, I learned in college was the value of giving back to the community. I served on the campus beautification committee where I utilized the skills I acquired in landscaping growing up in order to assist them with repurposing a few of the areas around the college. I also had the opportunity to travel to Costa Rica on a mission trip, which allowed me to work with children and help the locals in various ways. I found this very rewarding, and I have continued to give back supporting not only my alma mater, but The Parkinsons Foundation and local Alzheimers Walk charities, which Edward Jones supports as well, in addition to The Susan K Gorman Breast Cancer walk.
When Edward Jones recruited me during my senior year at Culver-Stockton, so upon graduating I entered their school for financial advisors and was trained at their headquarters in St. Louis. Upon graduation, I had the opportunity to go anywhere in the US in order to start my business. I chose Kansas City because of the amazing people I had the opportunity to work with during my training and the wonderful atmosphere this city radiates.
It is my goal to help the individuals of this city achieve their financial goals and feel financially successful as we work towards achieving those goals. I do this by working with you, truly listening to your wants and needs, and with the assistance of my professional teammate Natalie Courtney assisting you to tackle any construction life throws you on the road to success. We promise to guide you to the best route possible for your individual situation.
Financial Planning for Businesses
As part of our service, we provide financial planning for businesses.
Financial Planning for Individuals
As part of our service, we provide financial planning for individuals.
Financial Advice & Consulting
As part of our service, we provide financial advice and counseling.
Natalie Courtney Branch Office Administrator
|Mon.||8:00 AM - 4:30 PM|
|Tue.||8:00 AM - 4:30 PM|
|Wed.||8:00 AM - 4:30 PM|
|Thu.||8:00 AM - 4:30 PM|
|Fri.||8:00 AM - 4:30 PM|