Helping Clients in All States
Brandon Wann is an experienced investment professional who specializes in financial and estate planning. With over 10 years of experience, Brandon helps his clients—individuals, families and small businesses—address their specific financial goals and objectives. He develops comprehensive financial strategies for his clients that include distribution plans for retirement, hands-on investment management, tax planning, business analysis, as well as estate and risk management.
Brandon and Alliant Retirement and Investment Services share the same goals and objectives in working towards successful outcomes for clients with integrity and transparency. Brandon’s focus is strategies and estate-planning techniques that reduce income and estate taxes.
In addition, Brandon utilizes sophisticated investment strategies for capital preservation and multi-generational wealth preparation.
Brandon has lived in Colorado for over 20 years. He graduated from Colorado State University in Ft. Collins, and currently resides in Englewood, CO. You’ll often find him enjoying any number of outdoor activities including snowboarding, wakeboarding, golfing, hiking, camping, catching a baseball game, and mountain biking.
Registrations and Licenses
FINRA registered (Series 7 and Series 66, held with LPL Financial)
Life, Health and Disability Insurance Licensed
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.