Brandon James Seibel
Investment adviser representative at Oasis Wealth Planning Advisors
12 yearsExperience
2 statesRegistered in
$275.9MFirm assets
2 yearsFirm in business
Are you Brandon James Seibel? Claim your profile
Contact this firm
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
- Pension consulting
Experience
12 years in the industry.
- Oasis Wealth Planning Advisors, LLCJul 2024 to now
- Virginia Army National GuardMar 2020 to now
- The Vanguard Group, Inc.Jun 2023 to Jul 2024
- Thrivent FinancialMay 2022 to Aug 2022
- Rodgers & Rodgers LLCJul 2021 to May 2023
- TargetJun 2021 to Jul 2021
- DoordashMar 2021 to Jul 2024
- Liberty UniversityJan 2021 to Jun 2023
- Liberty UniversityAug 2019 to May 2020
- Chick-fil-aMar 2018 to Dec 2019
- UnemployedAug 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, TN).
Oasis Wealth Planning Advisors
Legal name: Oasis Wealth Planning Advisors, LLC
$275.9MAssets managed
186Clients
7Advisers
2 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
- 7527689
- Firm CRD
- 285474