Cailey Nicole Bracken
Investment adviser representative at Momentum Independent Network Inc.
8 yearsExperience
49 statesRegistered in
$1.6BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Momentum Independent Network Inc.Aug 2024 to now
- Hilltop SecuritiesJun 2024 to now
- UnemployedMay 2024 to Jun 2024
- LPLAug 2022 to Apr 2024
- Advisor Resource CouncilJun 2022 to Apr 2024
- Charles Schwab BankMar 2020 to Jun 2022
- Charles Schwab & Co., Inc.Oct 2017 to Mar 2020
- United CapitalMar 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 49 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
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
- 6652053
- Firm CRD
- 17587