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Brandon Stockman

Advisor at Prospera Financial Services, inc.

Updated today

Location

Fortuna, CA 95540

Credentials

Series 66

Industry experience

18 years

About

Brandon Stockman is a financial advisor with Prospera Financial Services, Inc. in Fortuna, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory work, he serves on the pastoral staff of Redwood Christian Fellowship, where he assists with preaching, men’s programs, biblical counseling, and church leadership activities. Prospera Financial Services, Inc. is an enterprise-scale firm that serves a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors, offering a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Client services

Based on Prospera Financial Services, inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Prospera Financial Services, inc.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Prospera Financial Services, inc.

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees may apply for financial planning services; specific amounts not disclosed in brochure.

Percentage

$0+: up to 2.15% annually (Schwab Models max fee) $0+: varies by program and sub-advisor; specific tiers not disclosed in brochure

Commissions

Commission charges apply for brokerage and insurance services offered separately via affiliated broker-dealer and insurance agency.

Project-based

Hourly fees may apply for financial planning consultations; specific amounts not disclosed in brochure.

Performance-based

Performance-based fees are reported in SEC Part 1; specific terms not detailed in brochure.

Other

Fee-only: Typically based on percentage of assets under management, wrap fees, or fixed fees for financial planning program.

Location

2596 Shay Ct

Fortuna, CA 95540

Most active in

California · Texas

Work history

Prospera Financial Services Inc.

2020 - Present (6 years)

Cetera Advisor Networks LLC

2019 - 2020 (1 year)

Summit Financial Group Inc

2008 - 2020 (12 years)

SUmmit Brokerage Services Inc

2007 - 2019 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Herbert W

CFP®, Series 63, Series 65

Fortuna, CA

Edward Jones

Herbert Wood is a CFP®-designated financial advisor with Edward Jones, based in Fortuna, CA, and has 28 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Wood coaches the boys’ golf team at Fortuna Union High School and serves as Co-Chair of the children's street games for the Fortuna Rodeo Association, as well as an at-large board member of Van Duzen Land and Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Andrea A

Series 66

Ferndale, CA

STIFEL

Andrea Alejandre is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of Humboldt Humane/Critters Without Litters and the Ferndale Senior Resource Agency. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning

Janelle S

Series 66

Fortuna, CA

Edward Jones

Janelle Swan Robinson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Loleta Community Chamber in Loleta, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive Women's Finance Widow/Widower
user avatar

Gregory S

Series 66

Fortuna, CA

Edward Jones

Gregory Seiler is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2020. Outside of his advisory role, he serves as vice president of a mobile health care software company. Edward Jones is a wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Fredrick R

Series 66

Fortuna, CA

Edward Jones

Fredrick Robinson is a Series 66-licensed financial advisor with Edward Jones in Fortuna, California, where he has worked for seven years. Prior to joining Edward Jones, he held roles in insurance and education and spent six years with Frito Lay. Outside of his advisory work, he serves as a sports official for high school and junior college basketball and football games in the local area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Sean M

Series 66

Fortuna, CA

Edward Jones

Sean Molyneaux is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education for over a decade and is currently a grade 5 boys basketball coach for the Ferndale Unified School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory services and investment solutions through a nationwide network of advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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