UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
2yrs
Brandon Wise
Financial advisor at Wells Fargo Advisors
Brandon Wise has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Walnut Creek, California. Brandon joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office500 Ygnacio Valley Rd 430 [Satellite], Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Brandon
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Brandon. 500 Ygnacio Valley Rd 430 [Satellite]Walnut Creek, CA 94596Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brandon
How do I contact Brandon?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Brandon Wise. Brandon works from the Walnut Creek, CA office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Brandon hold?
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, 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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