Best Investors
Account
Sign in
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-12 |
| IA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2021-09-13 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Conroe, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Erling Brakke, Cpa, Pllc | The Woodlands | TX | 01/2010 | Present |
| Hd Vest Advisory Services | The Woodlands | TX | 09/2015 | 12/2019 |
| Hd Vest Investment Services | The Woodlands | TX | 02/2017 | 12/2019 |
| Erling Brakke | The Woodlands | TX | 06/2004 | 11/2022 |
| Nodak Investments Llc | The Woodlands | TX | 01/2010 | 03/2017 |
| Nodak Llc | The Woodlands | TX | 03/2017 | Present |
| Forta Financial Group, Inc. | Greenwood Village | CO | 02/2020 | 10/2021 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | Present |
| Kingswood Capital Partners Llc | Stockbridge | GA | 12/2021 | 11/2024 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
Reach out to this advisor