Brandon Berges has been an investment adviser representative at FMB Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
FMB Wealth Management is a Westlake Village, CA firm with $616M under management, 324 clients and 5 advisers in one office, as of its April 2026 filing.
Brandon Berges’ longest registration is the current one, under a year at FMB Wealth Management since 2026.
- Indivisible PartnersAlso current– present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 332431
- FMB Wealth ManagementCurrent– present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 122309
Investment adviser representative registrations
Brandon Berges is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 8 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brandon Michael Berges
- CRD
- 8278036
- Firm
- FMB Wealth Management · CRD 122309
- Office
- 100 N. WESTLAKE BLVD., SUITE 201, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Brandon Berges work?
Brandon Berges is an investment adviser representative registered through FMB Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Berges a financial advisor?
Yes. Brandon Berges has a current investment-adviser registration in California, through FMB Wealth Management since June 2026.
How many years of experience does Brandon Berges have?
Brandon Berges has 0 years in the financial industry, since June 2026, across 2 adviser firms.
What exams has Brandon Berges passed?
Brandon Berges passed the Series 65 in June 2026.
Where is Brandon Berges based?
Brandon Berges’ registered office is in Westlake Village, CA.
Is Brandon Berges registered with FINRA?
No. Brandon Berges has no current broker registration.
How can I verify Brandon Berges’ record?
Search CRD 8278036 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Berges’ full registration record.
