Favorite Financial Advice To Give:
Paying off my credit cards in full every month (since college) and limiting myself to know what I can afford to pay for in cash to avoid carrying credit card debt!
I love my cat and spending time with friends & family, plyometrics classes, movies and traveling.
Form ADV Part 2B
BROCHURE SUPPLEMENT FOR SUPERVISED PERSONS
Tel. (866) 931-4099
LearnVest Planning Services, LLC
41 E 11th St, 2nd Floor
New York, NY 10003
June 30, 2015
This Brochure Supplement (Form ADV Part 2B) provides information about Brandie Alyssa Farnam, that supplements LearnVest Planning Services, LLC’s Disclosure Brochure (Form ADV Part 2A) (our “Brochure”). You already should have received a copy of our Brochure. Please contact us at FEEDBACK@LEARNVEST.COM if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about LearnVest Planning Services, LLC is available on the SEC website at www.adviserinfo.sec.gov.
Educational Background and Business Experience:
Brandie Farnam, born 1983.
Brandie Farnam currently serves as a Financial Planner for LearnVest Planning Services, LLC (the “Firm”).
Ms. Farnam currently serves as a Financial Planner for LearnVest Planning Services, LLC (the “Firm”).Since March 2012, Ms. Farnam has served as a Financial Planner for the Firm. Prior to joining the Firm, from July 2010 to March 2012, Ms. Farnam was a Financial Advisor for Morgan Stanley Smith Barney, in New York, New York. From March 2009 to June 2009, Ms. Farnam served as a Registered Client Service Associate at Morgan Stanley in New York, New York. From November 2006 to March 2009 Ms. Farnam was a Client Service Associate at UBS Financial Services in New York, New York.
In 2006, Ms. Farnam graduated from University of Colorado at Boulder with a Business Degree and Concentration in Finance.
Ms. Farnam has not been involved in any legal or disciplinary events material to a client’s or prospective client’s evaluation of Ms. Farnam.
Other Business Activities:
- Ms. Farnam is not actively engaged in any investment-related business or occupation, including being registered, or having an application pending to register, as a broker-dealer, registered representative of a broker-dealer, futures commission merchant (“FCM”), commodity pool operator (“CPO”), or commodity trading advisor (“CTA”), nor is she an associated person of an FCM, CPO, or CTA.
Ms. Farnam is not actively engaged in any business or occupation for compensation not discussed in response to Item 4.(A), above, that provides a substantial source of Ms. Farnam’s income or involves a substantial amount of Ms. Farnam’s time.
Ms. Farnam may receive performance-based compensation from LearnVest based on the conversion of new planning subscriptions. Ms. Farnam does not receive any economic benefit associated with the sale of financial instruments or client referrals.
Ms. Farnam’s performance, activities and the advice she provides to clients are supervised by the Director of Financial Planning, Christopher Pimpo. Christopher Pimpo can be reached at (866) 931-4099.