VETTED

Brandon Halversen

Tel: 385-551-2438 76 4th St N # 602 Saint Petersburg, FL 33731

About Brandon Halversen

Brandon's philosophy is simple: financial clarity leads to a happier life. He prides himself on being an educator first, ensuring his clients understand every aspect of their financial 'mission.' Outside of his professional life, Brandon is an active member of the Florida community and a dedicated family man who enjoys the outdoors and local lifestyle.

About LPL Financial

To help clients align their financial decisions with their deepest personal values. Instead of a one-size-fits-all strategy, they focus on "investing in what matters most," ensuring that every financial choice supports a more satisfying and joyful life.

See Disclosures

General Information

Name of Broker/Dealer:

LPL FINANCIAL LLC

States Licensed in:

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

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

Services

Investment Types:

Stocks, Annuities, Bonds, Options & Futures, Mutual Funds, Commodities, Exchange Traded Funds (ETFs)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Email, Phone, Our Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100K+

Compensation Methods:

Based on Assets

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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

8 Years of Experience

CRD# 6622841 Firm CRD# 6413Series: 63, 6, 65

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Compliance Disclosures in Last 5 yearsI have a clean record