Brandon Herbert Baum
Investment adviser representative at Navy Federal Investment Services, LLC
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
19 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Navy Federal Investment Services, LLCApr 2025 to now
- Navy Federal Financial Group, LLCApr 2025 to now
- United States Army ReserveJun 2023 to now
- UnemployedFeb 2025 to Apr 2025
- Equitable Advisors, LLCAug 2024 to Feb 2025
- Jbs USAMay 2022 to Sep 2023
- Summit FundJan 2022 to May 2022
- Associated Students of Colorado State UniversityAug 2021 to May 2022
- Costco WholesaleOct 2019 to Jan 2020
- Colorado State UniversityOct 2018 to Jan 2022
- Whole FoodsMay 2018 to Oct 2018
- University of Colorado Colorado SpringsMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 7977690
- Firm CRD
- 138459