Brandon A Hemmelgarn
Investment adviser representative at Shaker Investments
14 yearsExperience
1 stateRegistered in
$258.8MFirm assets
24 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Shaker InvestmentsOct 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Shaker Investments
Legal name: Shaker Investments, L.L.C.
$258.8MAssets managed
130Clients
5Advisers
24 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
- 5678019
- Firm CRD
- 119135