Brandon Lunke
Brandon Lunke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Burton Hills Blvd, Suite 400, Nashville, TN, 37215
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon sells life, disability, and long-term care insurance through Agency One and Mass Mutual, dedicating minimal time to each. He also acts as a trustee for two separate entities, prepares taxes, and is the CEO of High Forest Wealth Management, which takes up about half of Brandon's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 states
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