BM
Brandon B. Michaelsen
FREEDOM ASSET MANAGEMENT
SPOKANE, WA 99218
Some features on this profile are disabled
CRD#: 5158309
BM
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.
1) 05/02/2016 - JMK and Associates, LLC - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - 0 Hrs/Mth - 0 Hrs During Trading. 2) 05/09/2016 - Love Your Life LLC - Business Entity For Tax/Investment Purposes Only - Spokane, WA - Inv Related - Start date: 05/02/2016/ 1 Hrs/Mth - 0 Hrs During Trading. (3) 4/11/2019 - Dreaming Big LLC - Investment Related - 115 W Astor Ave. Colville, WA 99114 & Ione, WA 99139 - Real Estate Rental - Start Date: 09/30/2016 - 2 Hours Per Month/0 Hours During Securities Trading - Rental Property. 4) 12/27/2023 - JMK & Associates, LLC - Registered Investment Advisor Hybrid - Spokane, WA - Inv Related - Start Date: 03/01/2021 - 40 Hours Per Month/5 Hours During Securities Trading. I provide investment advisory services through JMK & Associates, LLC, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5)06/18/2025 - Freedom Asset Management - Registered Investment Advisor DBA - Inv Rltd - At Reported Business Location(s) - Start Date: 05/27/2025 - 160 Hours Per Month/6 Hours During Securities Trading 6) 06/18/2025 - Love Your Life, LLC - Registered Investment Advisor Hybrid - Inv Reltd - At Reported Business Location(s) - Start Date: 05/27/2025 - 160 Hours Per Month/6 Hours During Securities Trading. I provide investment advisory services through Love Your Life, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Blaine Michaelsen'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
June 13, 2025 - Present
FREEDOM ASSET MANAGEMENT
Office #1: 605 E. Holland Ave. #215, Spokane, WA 99218RIA
CRD#: 335660
SPOKANE, WA
Current
May 2, 2016 - Present
LPL FINANCIAL LLC
Office #1: 605 E Holland Ave Ste 215, Spokane, WA 99218RIA
BD
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
BD
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.
BD
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.
BD
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
BD
CRD#: 7691
SPOKANE, 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.RR
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
RR
California(5/2/2016)
RR
Colorado(5/2/2016)
RR
Florida(10/29/2018)
RR
Idaho(5/2/2016)
RR
Oregon(5/2/2016)
RR
Pennsylvania(11/21/2022)
RR
South Carolina(11/5/2019)
RR
Utah(5/14/2024)
RR
Washington(5/2/2016)
IAR
Washington(6/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
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 120-Day Approval)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
605 E. Holland Ave. #215, Spokane, WA 99218
Mailing Address
Phone number
(509) 496-2890
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 370 |
| AUM (Assets Under Management) | $ 127,600,000 |
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.
