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Brandon Joseph Muma

Strategic Advisers LLC

South Bend, IN

Niles, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1234 N Eddy St Ste 124, South Bend, IN 46617-1477 • United States

Niles, MI • 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
Fidelity Investments Covington KY 11/2021 Present
Amway Ada MI 09/2019 11/2021
Manpower Ada MI 03/2019 09/2019
Swimatlanta Dacula GA 08/2018 03/2019
Manpower Ada MI 05/2018 08/2018
Tri-Cities Ymca Grand Haven MI 12/2016 04/2018
Rockford Riptide Rockford MI 09/2016 12/2016
Calvin College Grand Rapids MI 09/2012 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    Covington, KY
  • 09/2019 → 11/2021
    Amway
    Ada, MI
  • 03/2019 → 09/2019
    Manpower
    Ada, MI
  • 08/2018 → 03/2019
    Swimatlanta
    Dacula, GA
  • 05/2018 → 08/2018
    Manpower
    Ada, MI
  • 12/2016 → 04/2018
    Tri-Cities Ymca
    Grand Haven, MI
  • 09/2016 → 12/2016
    Rockford Riptide
    Rockford, MI
  • 09/2012 → 09/2016
    Calvin College
    Grand Rapids, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Niles, MI
    South Bend, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-14
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2023-02-14
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

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GOLDEN YEARS FINANCIAL ADVISORS, INC. · SOUTH BEND, IN
EDWARD JONES · SOUTH BEND, IN
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CREATIVE FINANCIAL PLANNING ADVISORS, INC. · SOUTH BEND, IN
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