Brandon Lee Steele
Investment adviser representative at Mainsail Financial Group
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$403.9MFirm assets
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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
- Seminars and workshops
Experience
15 years in the industry.
- Mainsail Financial Group, LLCDec 2021 to now
- Commonwealth Financial NetworkFeb 2019 to now
- MML Investors Services, LLCMar 2017 to Feb 2019
- Metlife SecuritiesSep 2011 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Mainsail Financial Group
Legal name: Mainsail Financial Group, LLC
$403.9MAssets managed
426Clients
6Advisers
4 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
- 5981274
- Firm CRD
- 317970