CoverProfile

Jeremy Brandt

Managing Partner, Private Wealth Advisor, & Deputy Compliance Officer

SkyOak Wealth

United States, Michigan, Detroit

About Me

Jeremy has over 12 years of financial services experience and serves as Private Wealth Advisor and Managing Partner of SkyOak Wealth. Jeremy specializes in portfolio development & management, and comprehensive financial planning. Jeremy is the Deputy Compliance Officer and plays an integral role in the Strategy, Technology, and Investment committees for the firm. Jeremy and his wife Jessica have been married since 2010 and reside in Bloomfield Hills, MI. His single greatest passion is acting in the role of father to his two children Marlie and Parker, never missing an activity, recital, or sporting event. Jeremy enjoys reading, coaching youth athletics, and learning about other cultur

View more

Profile Information

Managing Partner, Private Wealth Advisor, & Deputy Compliance Officer

SkyOak Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Detroit

Michigan

United States

Aug 6, 2024

More profiles to browse

Profile Photo
Craig Simmons
Managing Partner
Profile Photo
Brad Gill
Partner / Private Wealth Advisor, CFP®
KB
Kenneth Brandt
Partner | Private Wealth Advisor

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University