MassMutual Financial Group | Financial Advisor in Salt Lake City ,UT

6330 S 3000 E
Salt Lake City, UT 84121

About


General Information
Insurance License#:   407506
States Licensed in:   UT, CA, NV, AK, CO, TX, AZ, MT, KS, NJ
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations
Foreign Languages Serviced:   French


Services
Investment Types:   Options & Futures , Bonds , Exchange Traded Funds (ETFs) , Mutual Funds , Insurance , Annuities , Stocks
I can meet clients in the following ways:   Via phone , At my office , At your home , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Accident , Disability , Life , Variable Life , Long Term Care , Variable Annuity
Firm Information
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   60


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Based on Assets , Flat Fee
Fee % Based on Assets:   1


Education
Masters of Business Administration - Financial Planning  Westminster College - Salt Lake City, UT
August 2008-August 2010

Bachelors of Science - Business Administration  University of Utah - Salt Lake City, UT
August 2001-May 2007



FAQs

  • Do you have a customer satisfaction or refund policy? Yes. It is my aim to provide the highest in customer support and satisfaction. As our clients often pay as they go, they avoid costly upfront expenses and are free to move their accounts at any time without penalty.
  • What services do you provide? What are your specialties? Comprehensive financial planning, Retirement income planning, Investment management, Estate planning, Insurance planning
  • What is your experience? How many clients do you currently manage? Master's Degree in Business Administration (MBA) - Graduate Certificate in Financial Planning
  • What financial institution(s) do you represent? As a non-captive investment advisor I represent a wide range of investment institutions and solutions.
  • How do you charge for your services? I are compensated by an asset-based fee when possible, which, unlike mutual fund fees, is often tax-deductible. I am clear and fair about compensation.
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Brandon Preece

Brandon Preece

Biography


Brandon has been a registered representative in the financial
services industry since 2007. He began his career after graduation
from the University of Utah with Fidelity Investments as a case
manager working exclusively with affluent and high net-worth
clientele of the company. In 2010, Brandon completed his MBA from
Westminster College and earned a graduate certificate in financial
planning. Shortly there after, Brandon made the move to MassMutual
Financial Group in order to better serve the needs of his clients
by offering a more full-service oriented approach to financial
planning.

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My Services


Financial Planning for Individuals

As a financial advisor it is my mission to provide the best service and expertise to my clients with regard to their goals and objectives. I am committed to understanding the needs of my clients and developing unique strategies to help them meet their individual needs.


401K Rollovers

It is important to take charge of your retirement. This includes consolidating old retirement accounts from past employers. By consolidating retirement accounts we are able to better track performance through active management.


Insurance Planning

Just starting out? In the peak of your income earning years? Newly retired? No matter what stage of life you may find yourself in we are prepared to take a close look at protecting your future and current assets.


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM