Brandt J Landin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 11/2023
  Transamerica Financial Advisors, Inc
  Maumee, OH
• 05/2018 → 11/2023
  World Financial Group, Inc.
  Maumee, OH
• 04/2020 → 04/2021
  Niedecken-Hilvers Insurance
  Ottoville, OH
• 05/2021 → 11/2022
  Crown Equipment Corporation
  New Bremen, OH
• 11/2022 → Present
  Mazda North American Operations
  Irvine, CA
• 12/2023 → Present
  Lpl Financial Llc
  Perrysburg, OH
• 09/2015 → 11/2018
  Student
  Lima, OH

Previous Registrations

• 2019-05-01 → 2023-12-04
  Transamerica Financial Advisors, Llc
  Perrysburg, OH

Other Businesses

1- 10/2023 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs During Trading 2- 10/2023 / Priority Wealth Partner / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs During Trading 3- 10/2023 / Mazda North American Operations / Outside/W-2 Employment / Non Investment Related / 80 Hrs Mnth / 4 Hrs During Trading 4) 11/2023 - One Resource Group / Non-Variable Insurance / Inv. Related / Roanoke, IN / Start date 11/30/2023 - 10 Hrs per month - 10% Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-21

Other Names

• Brandt Landin
• Brandt J Landin