Brandon Kinsner has been an investment adviser representative at Oakmont Advisory Group since March 2023, and is not listed among the firm’s executive officers or direct owners.
Oakmont Advisory Group, LLC is an Albuquerque, NM firm with $150M under management, 476 clients and 3 advisers in one office, as of its May 2026 filing.
- Oakmont Advisory Group, LLCCurrent– present · 3 yearsAlbuquerque, NM · Adviser representative · Firm CRD 158890
Investment adviser representative registrations
Brandon Kinsner is registered as an investment adviser representative in New Mexico, since March 2023.
- New MexicoSince 1 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brandon Connor Kinsner
- CRD
- 7621973
- Firm
- Oakmont Advisory Group · CRD 158890
- Office
- 2001 CARLISLE BLVD NE, SUITE D, Albuquerque, NM 87110-4939
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Brandon Kinsner work?
Brandon Kinsner is an investment adviser representative registered through Oakmont Advisory Group, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Kinsner a financial advisor?
Yes. Brandon Kinsner has a current investment-adviser registration in New Mexico, through Oakmont Advisory Group since March 2023.
How many years of experience does Brandon Kinsner have?
Brandon Kinsner has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Brandon Kinsner passed?
Brandon Kinsner passed the Series 65 in February 2023.
Where is Brandon Kinsner based?
Brandon Kinsner’s registered office is in Albuquerque, NM.
Is Brandon Kinsner registered with FINRA?
No. Brandon Kinsner has no current broker registration.
How can I verify Brandon Kinsner’s record?
Search CRD 7621973 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Kinsner’s full registration record.