Benjamin Brandt has been President, Chief Compliance Officer, Shareholder of Capital City Wealth Management since July 2014, is a control person of the firm and directly owns 75% or more of it.
Capital City Wealth Management, Inc. is a Bismarck, ND firm with $130M under management, 135 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Benjamin Brandt is Founder/President of Capital City Wealth Management, a North Dakota Registered Investment Advisor. He is known for the YouTube channel Even Better Retirement and the weekly newsletter This Week in Retirement. He is also the voice behind the audio podcasts Retirement Starts Today and The Least Boring Tax Podcast, currently on hiatus.
Benjamin Brandt’s longest registration is the current one, 12 years at Capital City Wealth Management since 2014. Before joining Capital City Wealth Management in 2014, Benjamin Brandt was registered through Thrivent Investment Management Inc.
- – present · 12 yearsBismarck, ND · Adviser representative · Firm CRD 172199
- Thrivent Investment Management Inc.– · 7 yearsBismarck, ND · Adviser representative · Firm CRD 18387
Professional designations
Listed by Capital City Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Benjamin Brandt is registered as an investment adviser representative in 2 states. The first approvals date from September 2014; the most recent is Texas, in October 2019.
- North DakotaSince 8 September 2014
- TexasSince 30 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 April 2007 |
| Series 7 | General Securities Representative Examination | 19 March 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Benjamin Jacob Brandt
- CRD
- 5177378
- Firm
- Capital City Wealth Management · CRD 172199
- Role
- President, Chief Compliance Officer, Shareholder
- Office
- 1000 TACOMA AVENUE, SUITE 200, Bismarck, ND 58504
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirementstartstoday.com
Where does Benjamin Brandt work?
Benjamin Brandt has been President, Chief Compliance Officer, Shareholder of Capital City Wealth Management, Inc. since July 2014, and is a control person of the firm.
Is Benjamin Brandt a financial advisor?
Yes. Benjamin Brandt has a current investment-adviser registration in North Dakota and Texas, through Capital City Wealth Management since September 2014.
How many years of experience does Benjamin Brandt have?
Benjamin Brandt has 19 years in the financial industry, since May 2007, across 2 adviser firms.
What exams has Benjamin Brandt passed?
Benjamin Brandt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2007.
Where did Benjamin Brandt work before Capital City Wealth Management?
Before Capital City Wealth Management, Benjamin Brandt was registered through Thrivent Investment Management Inc., May 2007 to September 2014.
Where is Benjamin Brandt based?
Benjamin Brandt’s registered office is in Bismarck, ND.
Is Benjamin Brandt registered with FINRA?
No. Benjamin Brandt has no current broker registration.
Is Benjamin Brandt a CFP?
Capital City Wealth Management lists Benjamin Brandt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Benjamin Brandt biography, retirementstartstoday.com
How can I verify Benjamin Brandt’s record?
Search CRD 5177378 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Brandt’s full registration record.