Brandon Kristoffer Lunke

Current Employers

Employment History

• 10/2006 → 02/2017
  Rbl Investments Llc
  Brentwood, TN
• 09/2015 → Present
  Raymond James Financial Services, Inc.
  Brentwood, TN
• 10/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Brentwood, TN
• 03/2016 → 09/2018
  Franklin Synergy Bank
  Brentwood, TN
• 09/2020 → 05/2024
  Cova Wealth Management
  Brentwood, TN

Previous Registrations

• 2011-02-08 → 2015-10-02
  Northwestern Mutual Investment Services, Llc
  Franklin, TN

Other Businesses

(1)Name of Business: Agency One Address: 10 Burton HIlls Suite 400, Nashville, TN, 37215, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/07/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be selling life, disability and LTC with this GA as needed. (2)Name of Business: Fandel Address: 1 Middleton Park Lane, Nashville, TN, 37215, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/14/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I was named trustee for my aunt upon my uncles death. I have a very thorough understanding of their finances as handle all their assets at RJ besides her daily bank accounts at Truist and help her pay bills and handle all matters related to her finances. My uncle handled everything and she needed my assistance to manage it and she hadn't paid a bill in over 15 years. (3)Name of Business: High Forest Partners Address: 1 Middleton Park Lane, Nashville, TN, 37215, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/07/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business will prepare tax returns for individuals and businesses (4)Name of Business: High Forest Wealth Management Address: 10 Burton Hills Blvd Ste 400, Nashville, TN, 37215-3004, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/03/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is a DBA for my financial services business that I do with Raymond James. (5)Name of Business: Lunke - A Address: 1 Middleton Park Lane, Nashville, TN, 37215, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/30/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a cotrustee on an investment account at Raymond James and will be the primary trustee of all their assets upon the death of the second to help expedite the wishes of the trust document. (6)Name of Business: Mass Mutual Address: 10 Burton Hills Suite 400, Nashville, TN, 37215, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/28/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be selling life and disability insurance directly with Mass Mutual as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-07
• S63 Uniform Securities Agent State Law Examination
  2009-08-07