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David Henrik Brandt

Harris Wealth Management, LLC

Twin Falls, ID

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Current Employers
Harris Wealth Management, Llc

161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-09
ID RA APPROVED 2024-09-12
  • LA RA
    APPROVED
    Since 2025-01-09
  • ID RA
    APPROVED
    Since 2024-09-12

Branch Locations

161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • 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
Bellevue Healthcare Llc Lacey WA 11/2007 09/2016
Thrivent Investment Management Inc Olympia WA 08/2016 08/2019
Thrivent Financial Appleton WI 08/2016 12/2016
Thrivent Financial Appleton WI 12/2016 08/2019
Wells Fargo San Francisco CA 10/2019 01/2020
White Cloud Wealth Management Meridian ID 01/2020 11/2021
Riverside Management Co. Inc. Boise ID 11/2021 07/2024
Harris Wealth Management, Llc Boise ID 09/2024 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-06
S66 Uniform Combined State Law Examination 2016-09-29
  • S65 Uniform Investment Adviser Law Examination
    2024-09-06
  • S66 Uniform Combined State Law Examination
    2016-09-29
Other Names
  • Dave Henrik Brandt

View on SEC IAPD

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