BF
BF

Brandon Ronald Fresard

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
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Location

700 N Carroll, Ste. 120, Southlake, TX, 76092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon operates Foundation Wealth Partners as a DBA for his LPL business, dedicating nearly all his time to it. He also provides investment advisory services through Advisor Resource Council, spending about three-quarters of his time on this activity.

Employment History
Current Registrations
Advisor Resource Council
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
January 2019 - November 2025 · 6 yrs 10 mos
USAA Investment Management Company
January 2018 - December 2018 · 11 mos
USAA Financial Advisors, INC.Broker
January 2014 - December 2018 · 4 yrs 11 mos
USAA Financial Planning Services
January 2014 - January 2018 · 4 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2012 - January 2014 · 1 yr 3 mos
Chase Investment Services CORP.Broker
May 2011 - September 2012 · 1 yr 4 mos
Chase Investment Services CORP.
May 2011 - September 2012 · 1 yr 4 mos
MML Investors Services, LLCBroker
August 2010 - February 2011 · 6 mos
MML Investors Services, LLC
August 2010 - February 2011 · 6 mos
Thrivent Investment Management INC.
September 2008 - August 2010 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
September 2008 - August 2010 · 1 yr 11 mos
TD Ameritrade, INC.Broker
November 2007 - September 2008 · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.