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Brandon Chance Kaletkowski

Investment adviser representative at Northern Trust Securities, Inc
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
11 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Northern Trust Securities, Inc.Apr 2026 to now
  2. Northern Trust CompanyApr 2026 to now
  3. Truist Advisory Services, IncFeb 2024 to Mar 2026
  4. Addison Capital LLCOct 2023 to Jan 2024
  5. Oceanfirst BankSep 2013 to Oct 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

Northern Trust Securities, Inc

Legal name: Northern Trust Securities, Inc.

$1.7BAssets managed
2,053Clients
100Advisers
11 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
5110563
Firm CRD
7927
Advisor's SEC record (opens in a new tab)
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