Brandon P. Accardo

LEVERAGE PLANNERS WEALTH MANAGEMENT

Bellevue, WA 98005

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CRD#: 5927301

Professional summary

Brandon Paul Accardo, who also goes by Brandon P Accardo, is a registered financial advisor currently at LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC located in Bellevue, Washington.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brandon has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon P Accardo

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.)No Bull Financial, LLC dba Leverage Planners; Yes; Bellevue, WA; Insurance Agency; Insurance Agent; 10/2024; Approx 50% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Paul Accardo'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 15, 2025 - Present

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Office #1: 310 120th Ave Ne Suite 205, Bellevue, WA 98005

RIA

CRD#: 288599

Bellevue, WA

Past

June 15, 2022 - September 23, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Mandeville, LA

Past

May 15, 2018 - April 28, 2022

FSC SECURITIES CORPORATION

CRD#: 7461

METAIRIE, LA

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

Washington
(9/15/2025)

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: 8/29/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2018

General Securities Representative Examination

Current Firm

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

CRD#: 288599 / SEC#:

Washington

Registered Investment Advisory firm - (6/28/2017 Approved)

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Contact information

Main Address

310 120th Ave Ne Suite 205, Bellevue, WA 98005

Mailing Address

Phone number

(425) 223-4520

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	147
AUM (Assets Under Management)	$ 25,373,239

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

Brandon P. Accardo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Paul Accardo's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2025

Series 63

Date: 7/19/2022

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2018

Current Firm

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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