Brandon Herbert Baum

Navy Federal Investment Services, LLC

1 Year of Experience

1 DisclosureBroker

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

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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

AdvisorBrokerBoth

Exams

No exam information available for this advisor.