David H. Brandt

HARRIS WEALTH MANAGEMENT

Twin Falls, ID 83301

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CRD#: 4964832

Professional summary

David Henrik Brandt, who also goes by Dave Henrik Brandt, is a registered financial advisor currently at HARRIS WEALTH MANAGEMENT, LLC located in Twin Falls, Idaho.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Henrik Brandt

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Henrik 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®

None

Experience

Current

September 12, 2024 - Present

HARRIS WEALTH MANAGEMENT, LLC

Office #1: 161 5th Avenue S Suite 200, Twin Falls, ID 83301

RIA

CRD#: 117184

Twin Falls, ID

Past

January 15, 2021 - November 24, 2021

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Meridian, ID

Past

September 30, 2016 - August 27, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

OLYMPIA, WA

Past

September 13, 2016 - August 27, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

OLYMPIA, WA

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

Idaho
(9/12/2024)

IAR

Louisiana
(1/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/6/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/29/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2016

General Securities Representative Examination

Current Firm

HARRIS WEALTH MANAGEMENT, LLC

HARRIS WEALTH MANAGEMENT, LLC | SAGE ASSET MANAGEMENT, L.L.C.

CRD#: 117184 / SEC#:

Idaho

Registered Investment Advisory firm - (11/27/2001 Approved)

Louisiana

Registered Investment Advisory firm - (1/9/2025 Approved)

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Contact information

Main Address

161 5th Avenue S Suite 200, Twin Falls, ID 83301

Mailing Address

Phone number

(208) 734-3736

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 22,454,887

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David H. Brandt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Henrik Brandt's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARRIS WEALTH MANAGEMENT, LLC

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2024

Series 66

Date: 9/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2016

Current Firm

HARRIS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARRIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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