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Brandon Postma

LPL Financial LLC
24 Years of Experience
Saint Ignace, MI
1 DisclosureBroker
View SEC Summary
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Brandon Postma is a registered investment advisor at LPL Financial LLC, based in Saint Ignace, MI, with 24 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

560 North State, Suite #101, Saint Ignace, MI, 49781

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brandon is associated with Investment Insights LLC, a business entity for tax and investment purposes. He spends minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Scf Investment Advisors, INC.
June 2012 - May 2025 · 12 yrs 11 mos
Scf Securities, INC.Broker
June 2012 - May 2025 · 12 yrs 11 mos
Brokersxpress LLC
August 2011 - June 2012 · 10 mos
Brokersxpress LLCBroker
August 2011 - June 2012 · 10 mos
LPL Financial LLC
May 2010 - September 2011 · 1 yr 4 mos
LPL Financial LLCBroker
March 2009 - September 2011 · 2 yrs 6 mos
Edward JonesBroker
March 2002 - March 2009 · 7 yrs
State Registrations5 states
AZIDMITXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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