Brandon Heicklen

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2021 → 03/2024
  Steel Peak Wealth Management, Llc
  Los Angeles, CA
• 08/2017 → 08/2020
  San Diego State University
  San Diego, CA
• 08/2020 → Present
  Pwr Punting
  Tarzana, CA
• 06/2019 → 07/2019
  Cutco
  San Diego, CA
• 01/2017 → 05/2017
  Boise State University
  Boise, ID
• 08/2015 → 12/2016
  Santa Monica Junior College
  Santa Monica, CA
• 03/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2021-09-23 → 2024-03-04
  Steelpeak Wealth, Llc
  Los Angeles, CA

Other Businesses

PWR PUNTING; CEO; NON-INVESTMENT RELATED;TARZANA, CALIFORNIA; START DATE: 08/01/2020; 10 HOURS A MONTH; COACHING HIGH SCHOOL AND JUNIOR COLLEGE FOOTBALL PLAYERS TO PUNT AND KICK A FOOTBALL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-06