Unclaimed
Brandon Loring Strangis is a financial advisor at LPL Financial LLC. Brandon has been in the financial services industry since May 2004. Brandon's expertise includes financial planning, portfolio management, and pension consulting. Brandon holds the Series 7, Series 63, and SIE licenses. Brandon is registered to provide investment advice in Minnesota and Texas. Brandon is also registered as an Investment Advisor Representative in Minnesota and Texas. Brandon has been a licensed financial advisor since 2004. Brandon is experienced in working with individual clients, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
02/22/2017 - Present
LPL Financial LLC (EDINA MN)
MN
05/11/2004 - 09/18/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 05/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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