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JB

Joseph G. Brandenburg

ALONGSIDE
Mill Creek, WA 98012
Some features on this profile are disabled
CRD#: 6053021
JB

Professional summary


Joseph Gregory Brandenburg, who also goes by Joseph G Brandenburg, Joseph Gregory Brandenburg, Joe Brandenburg, is a registered financial advisor currently at ALONGSIDE, LLC located in Mill Creek, Washington.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joseph G Brandenburg | Joseph Gregory Brandenburg | Joe Brandenburg

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.
FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2012 ADDRESS: 15117 Main Street Suite 207A, Mill Creek WA 98012, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s). MARY CONDOMINIUM POSITION: President NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 1008 6th Ave. N., Seattle WA 98109, United States DESCRIPTION: Duties are quarterly meeting and contacting maintenance professionals for services needed at the condo. RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1008 6th Ave N, #101, Seattle WA 98109, United States DESCRIPTION: Duties are collecting rent

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joseph Gregory Brandenburg'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 4, 2025 - Present

ALONGSIDE, LLC

Office #1: 15117 Main St. Suite 207a, Mill Creek, WA 98012
RIA
CRD#: 333587
Mill Creek, WA
Past

June 6, 2024 - June 2, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Mill Creek, WA
Past

June 4, 2020 - June 6, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Mill Creek, WA
Past

May 21, 2020 - July 7, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Mill Creek, WA
Past

August 8, 2012 - June 3, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Mill Creek, WA
Past

July 25, 2012 - June 3, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Mill Creek, 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".
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA
Registered Investment Advisory firm - (1/15/2025 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.

Highlighted states indicate IAR registrations

IAR
Washington
(6/4/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA
Registered Investment Advisory firm - (1/15/2025 Approved)
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Contact information


Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (8 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

ALONGSIDE, LLC ADV PART 2A (5/28/2025)
0

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


ALONGSIDE, LLC

CRD#: 333587Mill Creek, WA 98012

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