Brandon Charles Aguilar gunderson
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetFeb 2026 to now
- Wells Fargo Clearing Services, LLCFeb 2025 to Feb 2026
- Fidelity InvestmentsJun 2022 to Feb 2025
- Finance ClubJan 2022 to May 2022
- Onefund LLCJun 2021 to Aug 2021
- Sts Capital PartnersMay 2021 to Aug 2021
- LowesMar 2020 to Apr 2020
- Home DepotApr 2019 to Mar 2020
- Gunderson HoldingsNov 2016 to May 2022
- Fog Willow FarmsOct 2016 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 7589110
- Firm CRD
- 285961