Erik Brandt (CRD# 7055129) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, CO and has over 3 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| High Point Financial Group, LLC | Denver, CO | Sep 2023 - Current | < 1 |
| Eagle Strategies LLC | Denver, CO | Aug 2022 - Current | 1 |
| Nylife Securities LLC | Denver, CO | May 2019 - Current | 5 |
| New York Life Insurance Company | Denver, CO | Jan 2019 - Current | 5 |
| Ethos Wealth Strategies LLC | Denver, CO | Jan 2023 - Sep 2023 | < 1 |
| Noble Capital Group, LLC | Denver, CO | Jun 2022 - Jan 2023 | < 1 |
| Project Rise Fitness | Denver, CO | Sep 2018 - Feb 2019 | < 1 |
| Crossfit Cherry Creek | Denver, CO | Sep 2018 - Jan 2019 | < 1 |
| Colorado State University | Fort Collins, CO | Jan 2016 - Aug 2018 | 2 |
| Old Town Athletic Club | Fort Collins, CO | Jul 2016 - May 2018 | 1 |
| Pulcinella Pizzeria | Fort Collins, CO | Oct 2015 - Jan 2017 | 1 |
| Unemployed | Fort Collins, CO | May 2015 - Oct 2015 | < 1 |
| Deno's Mountain Bistro | Winter Park, CO | Feb 2015 - Apr 2015 | < 1 |
| Winter Park Resort | Winter Park, CO | Dec 2014 - Apr 2015 | < 1 |
| Blacks Fish House | Satellite Beach, FL | Oct 2014 - Dec 2014 | < 1 |
| Eastern Florida State College | Melbourne, FL | Aug 2013 - Dec 2014 | 1 |
| Bizzarros Of West Melbourne | West Melbourne, FL | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CO
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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