Big Oak Advisory Team

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Home
About
Offerings
Market commentary
Insights
Contact

Our most treasured asset is our clients’ trust

Our practice has one goal

Our practice is built on the values of stewardship, patience and above all else – integrity. We are driven by always acting in your best interest and building a long-term relationship with you and your family.

Proud to work with a nationally recognized teammate

At Big Oak Advisory Team, we are very proud that Financial Advisor Thomas Brandt was named a Forbes Best-In-State advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Thomas!

<p>The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.</p>

Gain valuable insights with RBC WealthPlan

Having a solid plan in place is key to achieving your goals. That’s why we're pleased to offer our clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and how your choices may affect your long-term results. Learn how we can prepare for the future you want with RBC WealthPlan and contact us today to get started.

Global Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Meet the team

Learn more about Big Oak Advisory Team

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us today.

Bulletin Board

April 20, 2023

Municipal market insight
September 1, 2023

Trend & cycle: The long view
October 3, 2023

Global insight monthly
October 20, 2017

Roth conversion - is it the right choice for you

Thomas Brandt is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0D67400.

Thomas Brandt, NMLS # 1564925, Andrew Brandt, NMLS # 1920478, and Craig Shaver, NMLS # 2337503 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Andrew Brandt is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 4109206.

, Thomas Brandt, NMLS # 1564925, Andrew Brandt, NMLS # 1920478, and Craig Shaver, NMLS # 2337503 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Craig Shaver is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

, Thomas Brandt, NMLS # 1564925, Andrew Brandt, NMLS # 1920478, and Craig Shaver, NMLS # 2337503 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Big Oak Advisory Team

Phone: 952-476-3552

Thomas Brandt, CIMA®, CPWA®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 952-261-3570

Andrew Brandt, CFP®

Associate Vice President - Financial Advisor

Phone: 952-261-3568

Andrea Wren, APP, CFP®

Sr Branch Service Mgr/Sr Invest Assoc

Phone: 952-476-3552