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Ryan Lawrence Brandon

Tcfg Investment Advisors, LLC

Manitowoc, WI

CRD 7725903

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Employer firm

Tcfg Investment Advisors, LLC CRD 166606

$639M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Tcfg Investment Advisors, Llc

28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-14
  • WI RA
    APPROVED
    Since 2025-03-14

Branch Locations

100 Maritime Drive Suite 3-A, Manitowoc, WI 54220 • 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
Michael E Halla & Associates Manitowoc WI 04/2023 Present
Saint John's Prep School Collegeville MN 07/2019 08/2022
Minnesota State University Moorhead Moorhead MN 07/2017 07/2019
Concordia University Wiscosin Mequon WI 07/2013 06/2017
Roncalli High School Manitowoc WI 09/2022 04/2023
  • 04/2023 → Present
    Michael E Halla & Associates
    Manitowoc, WI
  • 07/2019 → 08/2022
    Saint John's Prep School
    Collegeville, MN
  • 07/2017 → 07/2019
    Minnesota State University Moorhead
    Moorhead, MN
  • 07/2013 → 06/2017
    Concordia University Wiscosin
    Mequon, WI
  • 09/2022 → 04/2023
    Roncalli High School
    Manitowoc, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14

View on SEC IAPD

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