Alison L. Brandt
PENDULUM WEALTH PARTNERS | Financial Advisor
ITASCA, IL 60143
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CRD#: 2876957
Professional summary
Alison Leigh Brandt, who also goes by Alison L Brandt, Alison Brandt Meade, is a registered financial advisor currently at PENDULUM WEALTH PARTNERS located in Itasca, Illinois.
Alison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alison has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Women's Financial Strategies
Small Business
Retirement Planning Strategies
Are you a "fiduciary"?
Yes
Aliases
Alison L Brandt | Alison Brandt Meade
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Real Estate Ownership; Single Family; 20283 Elm Road, , South Haven, MI, 49090; Investment-Related; 06/01/2013 / Lot/Land; NW Corner or 20th & M140, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; Miami Avenue, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; Lottery Lot (030272700700), , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; Black River Lot, , Bangor, MI, 49013; Not Investment-Related; 09/23/2019 / Lot/Land; 789 Ferguson Road, , Benton Harbor, MI, 49022; Not Investment-Related; 09/23/2019 / Lot/Land; Billboard Lot (800701702000), , Covert, MI, 49038; Not Investment-Related; 09/23/2019 / Lot/Land; 35880 76th Street, , Covert, MI, 49038; Not Investment-Related; 09/23/2019 / Lot/Land; Brule Lot 34, , Iron River, MI, 49935; Not Investment-Related; 09/23/2019 / Lot/Land; Brule Lot 36, , Iron River, MI, 49935; Not Investment-Related; 09/23/2019 / Single Family; 130 Big Bear Road, , Iron River, MI, 49090; Investment-Related; 11/18/2014 / Single Family; 104 Sleepy Hollow Road, , Iron River, MI, 49935; Investment-Related; 12/30/2014 / Multi-Family; 105 Alpine Highlands Road, , Iron River, MI, 49935; Not Investment-Related; 12/30/2014 / Lot/Land; Ski Brule Lot 22, , Iron River, MI, 49935; Not Investment-Related; 09/23/2019 / Lot/Land; Oak Avenue, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Commercial; 555 Broadway Street, , South Haven, MI, 49090; Investment-Related; 09/24/2015 / Lot/Land; 20193 Elm Avenue, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; 20311 Elm Avenue, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; Grand Blvd, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; 74 1/2 Street, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; CR 380, , South Haven, MI, 49090; Not Investment-Related; 09/23/2019 / Lot/Land; 2916 Pershing Drive, , Coloma, MI, 49038; Not Investment-Related; 09/06/2024 / Lot/Land; Lot 6415, Parcel ID 80-07-015-043-00, Van Buren County, MI, 49038; Not Investment-Related; 09/06/2024 / Multi-Family; 66476 Oak Street, , Dowagiac, MI, 49047; Not Investment-Related; 09/24/2024. 2) Licensed insurance agent; Not investment-related; Itasca, Illinois 60143; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Alison Leigh Brandt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 2, 2025 - Present
PENDULUM WEALTH PARTNERS
Office #1: 500 Park Blvd Ste 1400, Itasca, IL 60143RIA
CRD#: 335762
ITASCA, IL
Past
December 4, 1997 - May 9, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LISLE, IL
Past
June 30, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 30, 1997 - May 9, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LISLE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PENDULUM WEALTH PARTNERS
EJMK VENTURES LLC | PENDULUM WEALTH PARTNERS | PENDULUM PARTNERS
CRD#: 335762 / SEC#: 801-132537
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(5/2/2025)
IAR
Texas(9/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PENDULUM WEALTH PARTNERS
EJMK VENTURES LLC | PENDULUM WEALTH PARTNERS | PENDULUM PARTNERS
CRD#: 335762 / SEC#: 801-132537
RIA
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Contact information
Main Address
500 Park Blvd Ste 1400, Itasca, IL 60143
Mailing Address
Phone number
(630) 861-6143
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,087 |
| AUM (Assets Under Management) | $ 254,387,315 |
Red Flags
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Company Information
PENDULUM WEALTH PARTNERS
Financial AdvisorCRD#: 335762Itasca, IL 60143TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
