Brandon B. Michaelsen

FREEDOM ASSET MANAGEMENT

SPOKANE, WA 99218

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CRD#: 5158309

Professional summary

Brandon Blaine Michaelsen is a registered financial advisor currently at FREEDOM ASSET MANAGEMENT located in Spokane, Washington and LPL FINANCIAL LLC located in Spokane, Washington.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brandon has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Brandon Blaine Michaelsen's CRS (Customer Relationship Summary).

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

June 13, 2025 - Present

FREEDOM ASSET MANAGEMENT

Office #1: 605 E. Holland Ave. #215, Spokane, WA 99218

RIA

CRD#: 335660

SPOKANE, WA

Current

May 2, 2016 - Present

LPL FINANCIAL LLC

Office #1: 605 E Holland Ave Ste 215, Spokane, WA 99218

RIA

CRD#: 6413

SPOKANE, WA

Past

March 9, 2021 - June 27, 2025

JMK & ASSOCIATES, LLC

RIA

CRD#: 312760

SPOKANE, WA

Past

May 4, 2016 - June 30, 2021

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Spokane, WA

Past

October 1, 2012 - May 10, 2016

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SPOKANE, WA

Past

October 1, 2012 - May 10, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

SPOKANE, WA

Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SPOKANE, WA

Past

May 2, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SPOKANE, WA

Past

April 8, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

CHENEY, WA

Past

April 8, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

CHENEY, WA

Past

December 11, 2006 - February 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SPOKANE, WA

Past

September 11, 2006 - February 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SPOKANE, WA

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".

FREEDOM ASSET MANAGEMENT

FREEDOM ASSET MANAGEMENT | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT

CRD#: 335660 / SEC#: 801-132831

RIA

Registered Investment Advisory firm - (5/27/2025 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Idaho
(12/17/2025)

Utah
(12/17/2025)

Washington
(5/2/2016)

IAR

Washington
(6/13/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2006

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: 9/8/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FREEDOM ASSET MANAGEMENT

FREEDOM ASSET MANAGEMENT | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT

CRD#: 335660 / SEC#: 801-132831

RIA

Registered Investment Advisory firm - (5/27/2025 Approved)

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Contact information

Main Address

605 E. Holland Ave. #215, Spokane, WA 99218

Mailing Address

Phone number

(509) 606-6676

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAM FORM ADV PART 2A (1/22/2026)

FAM FORM ADV PART 2A - APPENDIX 1 (1/22/2026)

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 142,000,000

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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Advisor Monitoring

Firm Stability Insights

Brandon B. Michaelsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Blaine Michaelsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

JMK & ASSOCIATES, LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FREEDOM ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2006

FINRA

Current Firm

FREEDOM ASSET MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREEDOM ASSET MANAGEMENT

TRUST BUT VERIFY

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