Brandon Halversen

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About Brandon Halversen

Brandon Halversen brings a disciplined, client-first approach to financial planning that was shaped by years of military service and a genuine commitment to the people he works with. As a fiduciary, Brandon focuses on strategy, preparation and follow-through for successful outcomes that are always in the client's best interest. With nearly a decade of experience in the financial services industry, Brandon specializes in helping business owners, young professionals, pre-retirees, and high-net-worth individuals build a financial life that's both intentional and resilient. His work centers on four core pillars: holistic financial planning, tax-efficient investing, investment management, and retirement income planning that are all delivered through LPL Financials independent platform. This allows him to serve clients across the country without the conflict that can come with proprietary product pressure. What sets Brandon apart is his ability to translate complexity into clarity. Whether he's helping a business owner think through an exit strategy, guiding a young professional toward financial independence, or building a retirement income plan designed to last, he takes the time to make sure every decision makes sense not just on paper, but in the context of your life. Outside of work, Brandon's hobbies include boating, beach-going, automobile racing and a deep love for nature and wildlife. Brandon is licensed as an Investment Adviser Representative and holds his Series 65 registration.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

6622841

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

Name of Custodial Firm

LPL FINANCIAL LLC

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 63, Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

22,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$22,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets, Flat Fee, Hourly

Fee % Based on Assets

Hourly Rate

$175

Additional Details on Charges

I strive to provide a transparent pricing model that is tailored to each clients unique situation. Both fee-based and fee-only available.

Minimum Fee Charged for Managed Accounts

$1,000

Minimum Fee Charged for Hourly Planning Accounts

$1,000

Education

Personal Financial Planning -

UT Valley University
01/2014 -01/2017

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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