Timothy Matthew Brann
Investment adviser representative at Soltis Investment Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$12BFirm assets
Are you Timothy Matthew Brann? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Soltis Investment Advisors, LLCJan 2019 to now
- Slatestone Wealth, LLCOct 2017 to Dec 2018
- UnemployedDec 2016 to Sep 2017
- Bp Wealth Management, LLCOct 2014 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3121105
- Firm CRD
- 154690