Erling B. Brakke
Professional summary
Erling Bert Brakke, CFA, who also goes by Erling Brakke, is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Conroe, Texas.
Erling is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Erling has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erling Bert Brakke's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 13, 2021 - Present
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
December 23, 2021 - September 24, 2024
KINGSWOOD CAPITAL PARTNERS, LLC
February 3, 2021 - October 4, 2021
FORTA FINANCIAL GROUP, INC.
March 3, 2020 - October 4, 2021
FORTA FINANCIAL GROUP, INC.
May 2, 2017 - December 31, 2019
AVANTAX INVESTMENT SERVICES, INC.
September 17, 2015 - December 31, 2019
AVANTAX ADVISORY SERVICES
Primary Firm SEC Registration
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2026)
(1/12/2026)
(9/13/2021)
Exams
Current Firm
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,077 |
| AUM (Assets Under Management) | $ 590,457,327 |
Red Flags
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