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Tax & Financial Group

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  2. Brandon Kepley

Brandon Kepley

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Brandon Kepley
CA Insurance License Number 4080944
Financial Advisor
Phone: 
949.223.8405
E-mail: 
Brandon.kepley@tfgroup.com

Brandon Kepley is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial planning strategies. Brandon utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.

Brandon received his Bachelor of Arts Degree in Business Administration – Finance from California State University, Fullerton. Brandon holds the Series 7 and Series 66 securities registrations, the Life and Health Insurance License, as well as variable life and annuity licenses. Brandon is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.

Brandon enjoys mountain biking, golfing and spending time with his family and friends. Brandon and his family reside in Brea, California.

Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Tax and Financial Group is independently owned and operated. 4001 MacArthur Blvd Suite 300, Newport Beach, CA 92660,
3910501 DOFU 11/2021

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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