Erling Bert Brakke

Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Erling Brakke, Cpa, Pllc
  The Woodlands, TX
• 09/2015 → 12/2019
  Hd Vest Advisory Services
  The Woodlands, TX
• 02/2017 → 12/2019
  Hd Vest Investment Services
  The Woodlands, TX
• 06/2004 → 11/2022
  Erling Brakke
  The Woodlands, TX
• 01/2010 → 03/2017
  Nodak Investments Llc
  The Woodlands, TX
• 03/2017 → Present
  Nodak Llc
  The Woodlands, TX
• 02/2020 → 10/2021
  Forta Financial Group, Inc.
  Greenwood Village, CO
• 09/2021 → Present
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
• 12/2021 → 11/2024
  Kingswood Capital Partners Llc
  Stockbridge, GA

Previous Registrations

• 2020-03-03 → 2021-10-04
  Forta Financial Group, Inc.
  Greenwood Village, CO
  The Woodlands, TX
• 2015-09-17 → 2019-12-31
  Avantax Advisory Services
  The Woodlands, TX
  Dallas, TX

Other Businesses

(1) Brakke Wealth Services LLC, a non-investment related company as President responsible for initiating and managing client relationships as a Family Office Director for Financial Gravity since 01/26/2022. Located at 12535 Longmire Lakeview, Conroe, TX 77304. Dedicating 40 hours a month and 25 hours during trading hours. (2) Erling Brakke CPA, PLLC, a non-investment related company serving as President responsible for tax preparation, bookkeeping, and accounting service as of 01/2010. Located at 12535 Longmire Lakeview, Conroe TX 77304. Dedicating 30 hours a week 15 hours during trading hours. (3) NoDak, LLC President a non-investment related company responsible for all real estate activities as of 01/2010. Located at 12535 Longmire Lakeview, Conroe TX 77304. Dedicating 5 hours a month and 0 hours during trading hours. (4) Brakke Management Services LLC a non-investment related company serving as President providing management, accounting and tax technical services as of 12/2022. Located at 12535 Longmire Lakeview, Conroe TX 77304. Dedicating 20 hours a month and 10 hours during trading hours. (5) Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 10/05/2021. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-15

Designations

• Chartered Financial Analyst

Other Names

• Erling Brakke