Brent Allen Gorter
Investment adviser representative at Magnate Advisory Services, LLC
17 yearsExperience
4 statesRegistered in
$314.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
17 years in the industry.
- Magnate Advisory Services, LLCJul 2016 to now
- Magnate Wealth Management, LLCFeb 2016 to now
- Silver Oak Securities, Inc.Apr 2011 to now
- Capital Wealth Management, LLCJul 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, TN, TX).
Magnate Advisory Services, LLC
$314.1MAssets managed
1,576Clients
7Advisers
6 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
- 4544306
- Firm CRD
- 283056