Brandon Trank has been an investment adviser representative at TradeWinds Asset Management since April 2023, and is not listed among the firm’s executive officers or direct owners.
Tradewinds Asset Management, LLC is a Portland, OR firm with $135M under management, 261 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Brandon Trank is Wealth Advisor of TradeWinds, based in Portland, Oregon. He leads the firm's work with federal employees and runs its quarterly educational workshops on federal retirement benefits. He meets one-on-one with federal employees at every career stage and is the contact for the firm's 30-minute benefits review.
Brandon Trank’s longest registration is the current one, 3 years at TradeWinds Asset Management since 2023. Before joining TradeWinds Asset Management in 2023, Brandon Trank was registered through Financial Advocates Investment Management and Prudential Financial Planning Services.
- Tradewinds Wealth ManagementCurrent– present · 3 yearsPortland, OR · Adviser representative · Firm CRD 323879
- Financial Advocates Investment Management– · 1 yearPortland, OR · Adviser representative · Firm CRD 151298
- Prudential Financial Planning Services– · 1 yearLake Oswego, OR · Adviser representative · Firm CRD 5685
- Principal Securities, Inc.– · 2 yearsLake Oswego, OR · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Brandon Trank is registered as an investment adviser representative in 3 states. The first approvals date from April 2023; the most recent is Washington, in November 2023.
- OregonSince 23 April 2023
- TexasSince 29 June 2023
- WashingtonSince 30 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 December 2015 |
| Series 7 | General Securities Representative Examination | 5 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Alexander Trank
- CRD
- 6533321
- Firm
- TradeWinds Asset Management · CRD 323879
- Office
- 5550 S MACADAM AVE, STE 110, Portland, OR 97239
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tradewindswm.com
Where does Brandon Trank work?
Brandon Trank is an investment adviser representative registered through Tradewinds Asset Management, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Trank a financial advisor?
Yes. Brandon Trank has a current investment-adviser registration in Oregon, Texas and Washington, through TradeWinds Asset Management since April 2023.
How many years of experience does Brandon Trank have?
Brandon Trank has 10 years in the financial industry, since December 2015, across 4 adviser firms.
What exams has Brandon Trank passed?
Brandon Trank has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Brandon Trank with the SIE, which began in October 2018.
Where did Brandon Trank work before TradeWinds Asset Management?
Before TradeWinds Asset Management, Brandon Trank was registered through Financial Advocates Investment Management, April 2021 to March 2023; Prudential Financial Planning Services, November 2019 to April 2021; Principal Securities, Inc., January 2016 to June 2018.
Where is Brandon Trank based?
Brandon Trank’s registered office is in Portland, OR.
Is Brandon Trank registered with FINRA?
No. Brandon Trank has no current broker registration.
How can I verify Brandon Trank’s record?
Search CRD 6533321 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Trank’s full registration record.