Brandon John Peterson
Investment adviser representative at Coppell Advisory Solutions LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 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
Experience
11 years in the industry.
- Coppell Advisory Solutions LLCApr 2018 to now
- Dtrt AdvisorsJan 2018 to now
- Dtrt Insurance ServicesJan 2018 to now
- Fusion Capital ManagementJan 2018 to now
- UnemployedAug 2017 to Jan 2018
- Markey Insurance AssociatesJan 2015 to Aug 2017
- Markey Investment ManagementJan 2015 to Aug 2017
- Markey Wealth Management, Inc.Jan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 5009898
- Firm CRD
- 156549