Best Investors Account Sign in
Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-12
IA RA APPROVED 2026-01-12
TX RA APPROVED 2021-09-13
  • AL RA
    APPROVED
    Since 2026-01-12
  • IA RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2021-09-13

Branch Locations

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Conroe, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 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
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-15
  • S63 Uniform Securities Agent State Law Examination
    2017-06-15
Designations
Other Names
  • Erling Brakke

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lakeway, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor