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professional profile

Brandon Ellis Carter, CFP, ChFC

AgentIAR Okemos, MI CRD 5192849 Last verified October 2026

Overview

Brandon Ellis Carter is an insurance agent and an investment adviser representative based in Okemos, MI, with 20 years in the industry.

Years in the industry
20
States licensed
3
States registered
2
Carrier appointments
21

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

  • Licensed in 3 states
  • Registered in 2 states
  • Producer
  • Series 63
  • Series 66

3 lines of authority, with every state and its dates

Firms

Employment history since 2011

Carriers

21 active carrier appointments

Book and practice

Firm assets under management on file

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