Kenneth Brandt has been Managing Partner of SkyOak Wealth since December 2018, is a control person of the firm and directly owns under 5% of it.
Skyoak Wealth LLC is a Southfield, MI firm with $693M under management, 450 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Ken Brandt is Partner and Private Wealth Advisor of SkyOak Wealth. He began his financial career as a margin clerk and became a registered stockbroker in 1968, then spent many years at Smith Barney, ultimately as a Senior Vice President. In 1996 he co-founded WSB Advisors, a Registered Investment Advisor, and in 2003 formed Brandt, Kelly & Simmons Securities, a FINRA-registered broker-dealer.
Kenneth Brandt’s longest registration was 9 years at BKS Advisors, LLC (2010–2019). Before joining SkyOak Wealth in 2019, Kenneth Brandt was registered through BKS Advisors, LLC.
- BKS Advisors, LLC– · 9 yearsSouthfield, MI · Adviser representative · Firm CRD 109065
Investment adviser representative registrations
Kenneth Brandt is registered as an investment adviser representative in Michigan, since February 2019.
- MichiganSince 22 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 10 July 2003 |
| Series 24 | General Securities Principal Examination | 5 July 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 1981 |
| PC | AMEX Put and Call Exam | 16 August 1977 |
| Series 7 | General Securities Representative Examination | 19 June 1976 |
| Series 1 | Registered Representative Examination | 23 May 1968 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- AMEX Put and Call Exam
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Kenneth Grahm Brandt
- CRD
- 28928
- Firm
- SkyOak Wealth · CRD 299564
- Role
- Managing Partner
- Office
- 28411 NORTHWESTERN HWY, Suite 760, Southfield, MI 48034
- Registration
- Investment adviser registration
- In the industry since
- August 1973
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- skyoakwealth.com
Where does Kenneth Brandt work?
Kenneth Brandt has been Managing Partner of Skyoak Wealth LLC since December 2018, and is a control person of the firm.
Is Kenneth Brandt a financial advisor?
Yes. Kenneth Brandt has a current investment-adviser registration in Michigan, through SkyOak Wealth since February 2019.
How many years of experience does Kenneth Brandt have?
Kenneth Brandt has 53 years in the financial industry, since August 1973, across 2 adviser firms.
What exams has Kenneth Brandt passed?
Kenneth Brandt has passed 7 licensing exams: the Series 1, Series 7, PC, Series 63, Series 65, Series 24 and Series 53. The earliest, the Series 1, was passed in May 1968. FINRA credited Kenneth Brandt with the SIE, which began in October 2018.
Where is Kenneth Brandt based?
Kenneth Brandt’s registered office is in Southfield, MI.
Is Kenneth Brandt registered with FINRA?
No. Kenneth Brandt has no current broker registration.
How can I verify Kenneth Brandt’s record?
Search CRD 28928 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Brandt’s full registration record.
- Ann ZemannChief Compliance Officer
Jeremy BrandtManaging Partner
Craig SimmonsManaging Partner