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Brandon Michael Agneberg

Brandon M. Agneberg

Some features on this profile are disabled
CRD#: 5837106
Brandon Michael Agneberg

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brandon Michael Agneberg, CFP®, who also goes by Brandon Michael Agneberg, Brandon Agneberg, was a registered financial professional .

Brandon is a previously registered financial professional and started their career in finance in 2011. Brandon had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

Aliases

Brandon Michael Agneberg | Brandon Agneberg

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Past

January 28, 2025 - March 11, 2026

LIDO

RIA
CRD#: 269866
Los Angeles, CA
Past

November 20, 2024 - January 7, 2025

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Minneapolis, MN
Past

January 27, 2023 - January 8, 2025

WAYPOINT CAPITAL ADVISORS, LLC

RIA
CRD#: 134648
MINNEAPOLIS, MN
Past

November 15, 2021 - January 6, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WAYZATA, MN
Past

October 20, 2021 - January 6, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WAYZATA, MN
Past

November 1, 2019 - October 21, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Minneapolis, MN
Past

October 27, 2014 - November 20, 2019

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
CHICAGO, IL
Past

August 19, 2013 - October 23, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

July 19, 2011 - October 23, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
LIDO
LIDO
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/24/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2011
General Securities Representative Examination

Current Firm

LIDO
LIDO
COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1875 Century Park East Suite 950, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 278-8232
Established
Firm type
Fiscal year end
# of Employees
320

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIDO ADV PART 2A 2.19.2026 (2/19/2026)

Regulatory assets under management

Total Number of Accounts27,931
AUM (Assets Under Management)$ 29,080,337,946

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
11/26/2024
Cover Page
Report
01/26/2024
Cover Page
Report
02/28/2023
Cover Page
Report

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.

Company Information

LIDO

LIDO

Financial AdvisorCRD#: 269866

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Contact information

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