Brandon Mitchell Hagerla

Employer firm

Moment Partners, LLC CRD 332691

$1.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2019 → 11/2024
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 06/2018 → 01/2019
  Sally Tomatoes
  Rohnert Park, CA
• 06/2017 → 06/2018
  First Arkansas Financial, Inc Dba First Trust Home Loans
  Sheridan, AR
• 08/2014 → 06/2017
  University Of Central Arkansas
  Conway, AR
• 11/2024 → Present
  Moment Partners, Llc
  San Francisco, CA

Previous Registrations

• 2021-04-26 → 2024-11-27
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-04-24

Other Names

• Brandon Hagerla