BL
CFP
BL
CFP

Brandon Levine

4 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,849 clients
Average Client Portfolio
$497K average
Assets Under Management
$1.4B

Fee Structure

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Location

233 E Main St #416, Bozeman, MT, 59715

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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 ActivitiesSells Insurance

Brandon operates as an Investment Advisor Representative under the DBA Hanover Financial Group, dedicating about half his time to this role. He also engages in insurance sales, spending a few hours per week on this activity.

Employment History
Current Registrations
Continuum Advisory, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Trivium Point Advisory, LLC
December 2023 - May 2024 · 5 mos
LPL Financial LLCBroker
June 2023 - May 2024 · 11 mos
LPL Financial LLC
June 2023 - May 2024 · 11 mos
Continuum Advisory, LLC
January 2022 - June 2023 · 1 yr 5 mos
Triad Advisors LLCBroker
July 2021 - June 2023 · 1 yr 11 mos
State Registrations3 states
MTNYVT
Advisor
Exams
No exam information available for this advisor.