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BB
BB

Brandon Herbert Baum

Navy Federal Investment Services, LLC
1 Year of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Navy Federal Investment Services, LLC
Compensation
Fee-Only (AUM)
Firm Size
137 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K

Location

Pensacola, FL

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History

Regulatory History (1)
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Financial
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brandon serves as a 2nd Lieutenant - Quartermaster in the US Army Reserves, 244th Engineering Battalion. This requires about 10-20% of his time.

Employment History
Current Registrations
Navy Federal Investment Services, LLC
April 2025 - Present · 10 mos
Navy Federal Investment Services, LLCBroker
April 2025 - Present · 10 mos
Navy Federal Investment Services, LLC
April 2025 - Present · 10 mos
Previous Registrations
Equitable Advisors, LLC
November 2024 - February 2025 · 3 mos
Equitable Advisors, LLCBroker
September 2024 - February 2025 · 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.