AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BM

Brandon M Donohue

Alabama·CRD #7529404
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
41
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brandon Mendoza

Florida·CRD #7789643
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
9
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brandon Michael Bol

California·CRD #7282032
IA Rep

Investment Adviser Rep at ALPHACORE CAPITAL LLC

Experience
6 yrs
States
2
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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BM

Brandon Michael Bules

Washington·CRD #7878562
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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BM

Brandon Michael Champion

Florida·CRD #7959044
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
4
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BM

Brandon Michael Graetz

Michigan·CRD #4187794
Dual-registered

Dual-registered at GRAETZ WEALTH

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM
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BM

Brandon Michael Hicks

Texas·CRD #7885737
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
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BM

Brandon Michael Kaplan

Arizona·CRD #6494594
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
10 yrs
States
6
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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BM

Brandon Michael Kohnen

Florida·CRD #5857321
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
7
Exams
6
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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BM

Brandon Michael Lawrence

Minnesota·CRD #6194452
Dual-registered

Dual-registered at WELLTH ADVISORY SERVICES, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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BM

Brandon Michael Lincoln

Alaska·CRD #5903699
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
13 yrs
States
18
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brandon Michael Luckwaldt

Alabama·CRD #6663522
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
52
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brandon Michael Lushene

California·CRD #7771483
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
5
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Brandon Michael Maceachern

Arizona·CRD #6501855
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
7
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brandon Michael Mann

Arizona·CRD #4488207
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
23 yrs
States
7
Exams
8
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Brandon Michael McFadden

Pennsylvania·CRD #5058435
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
BM

Brandon Michael Means Sr.

Missouri·CRD #7861504
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BM

Brandon Michael Ming Yung Tse

Alabama·CRD #7416852
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
49
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brandon Michael Myers

Alabama·CRD #5208245
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
19 yrs
States
53
Exams
5
Since
2007
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
BM

Brandon Michael Pinskey

Arizona·CRD #6728680
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
10 yrs
States
11
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BM

Brandon Michael Shephard

North Carolina·CRD #6493422
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
10 yrs
States
1
Exams
3
Since
2016
Fee
AUM
Minimum
$100k
View profile
BM

Brandon Michael Steinhagen

Ohio·CRD #5533800
IA Rep

Investment Adviser Rep at ELIOS FINANCIAL GROUP, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Commission / Hourly / Subscription
View profile
BM

Brandon Michael Swift

Arizona·CRD #6722314
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Flat Fee
View profile
BM

Brandon Michael Trefcer

Alabama·CRD #7123360
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
32
Exams
4
Since
2025
Est. fee
AUM / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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