Primerica Advisors
43yrs
Top advisor by experience in Oakdale
10yrs
Brandon Bailey
Financial advisor at United Planners' Financial Services of America a Limited Partner
Based in Oakdale, Minnesota, Brandon Bailey is a fiduciary financial advisor with 10 years of industry experience. Brandon joined United Planners' Financial Services of America a Limited Partner in 2025, after eight years at Ameriprise Financial Services. United Planners' Financial Services of America a Limited Partner offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 62 advisors with offices in Oakdale, and one of 48 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office940 Inwood Ave North, Oakdale, MN 55128
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$410,135
Advisors at the firm362
States licensed ?1 state
Services through United Planners' Financial Services of America a Limited Partner
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – now
- 2017 – 2024Ameriprise Financial Services, LLCPreviously
Contact Brandon
(480) 991-0225Firm headquarters in Scottsdale, AZ. Ask for Brandon. 940 Inwood Ave NorthOakdale, MN 55128Office · Get directions Firm websiteHTTPS://WWW.UNITEDPLANNERS.COM
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Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brandon
How do I contact Brandon?
Call United Planners' Financial Services of America a Limited Partner at (480) 991-0225 and ask for Brandon Bailey. Brandon works from the Oakdale, MN office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Brandon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
United Planners' Financial Services of America a Limited Partner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Brandon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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