Aaron Patrick Brandt

Current Employers

Employment History

• 07/2016 → Present
  Exeter Wealth Management
  Woodbury, MN
• 11/2016 → Present
  Lpl Financial, Llc
  Woodbury, MN
• 11/2016 → Present
  Great Valley Advisor Group, Inc.
  Woodbury, MN

Other Businesses

1.11/16/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Exeter Wealth Management; Investment Related; at Reported Business Location(s); Start Date 11/15/2016; 160hrs/mth; 8hrs during trading 2.11/28/2016; Great Valley Advisor Group, Inc.; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 11/15/2016; hrs/mth; hrs during trading; 3.11/28/2016; Exeter Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 11/05/2016; hrs/mth; hrs during trading; 4.12/04/2019; Fitch & Strong Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 11/26/2019; 40hrs/mth; 40hrs during trading; I provide administrative services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in Dec 2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5.07/06/2021; PeakHaven Asset Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/21/2021; 40hrs/mth; 4hrs during trading; I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 06/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6.10/06/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Innovative Planning Group; Investment Related; at Reported Business Location(s); Start Date 09/26/2022; 40hrs/mth; 40hrs during trading 7.10/06/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Innovative Planning Group; Investment Related; at Reported Business Location(s); Start Date 09/26/2022; 40hrs/mth; 40hrs during trading 8.06/22/2023; IPG Risk Management, LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2023; 40hrs/mth; 2hrs during trading 9.12/26/2024; Lakeside Guard Insurance; Insurance Agency; Investment Related; 10900 Wayzata Blvd Ste 270 Minnetonka,MN; Start Date 01/01/2025; 5hrs/mth; 1hrs during trading 10.08/20/2026; Brandt Financial Group LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/01/2025; 0hrs/mth; 0hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-02
• S63 Uniform Securities Agent State Law Examination
  2017-10-12