David Henrik Brandt

Employer firm

Harris Wealth Management, LLC CRD 117184

$22.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 11/2007 → 09/2016
  Bellevue Healthcare Llc
  Lacey, WA
• 08/2016 → 08/2019
  Thrivent Investment Management Inc
  Olympia, WA
• 08/2016 → 12/2016
  Thrivent Financial
  Appleton, WI
• 12/2016 → 08/2019
  Thrivent Financial
  Appleton, WI
• 10/2019 → 01/2020
  Wells Fargo
  San Francisco, CA
• 01/2020 → 11/2021
  White Cloud Wealth Management
  Meridian, ID
• 11/2021 → 07/2024
  Riverside Management Co. Inc.
  Boise, ID
• 09/2024 → Present
  Harris Wealth Management, Llc
  Boise, ID

Previous Registrations

• 2021-01-15 → 2021-11-24
  Clear Creek Financial Management, Llc
  Meridian, ID
  Silverdale, WA
• 2016-09-30 → 2019-08-27
  Thrivent Investment Management Inc.
  Olympia, WA
  Bellevue, WA
  Kalispell, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-06
• S66 Uniform Combined State Law Examination
  2016-09-29

Other Names

• Dave Henrik Brandt