Erling Brakke has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Erling Brakke’s longest registration is the current one, 5 years at Financial Gravity Family Office Services since 2021. Before joining Financial Gravity Family Office Services in 2021, Erling Brakke was registered through Forta Financial Group, Inc. and Avantax Advisory Services.
- – present · 5 yearsConroe, TX · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 1 yearThe Woodlands, TX · Adviser representative · Firm CRD 28784
- Avantax Advisory Services– · 4 yearsThe Woodlands, TX · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Erling Brakke is registered as an investment adviser representative in 3 states. The first approvals date from September 2021; the most recent are Alabama and Iowa, in January 2026.
- AlabamaSince 12 January 2026
- IowaSince 12 January 2026
- TexasSince 13 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 June 2017 |
| Series 7 | General Securities Representative Examination | 2 May 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erling Bert Brakke
- CRD
- 6554947
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Conroe, TX
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Erling Brakke work?
Erling Brakke is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Erling Brakke a financial advisor?
Yes. Erling Brakke has a current investment-adviser registration in Alabama, Iowa and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Erling Brakke have?
Erling Brakke has 10 years in the financial industry, since November 2015, across 3 adviser firms.
What exams has Erling Brakke passed?
Erling Brakke has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 2017. FINRA credited Erling Brakke with the SIE, which began in October 2018.
Where did Erling Brakke work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Erling Brakke was registered through Avantax Advisory Services, September 2015 to December 2019.
Where is Erling Brakke based?
Erling Brakke’s registered office is in Conroe, TX.
Is Erling Brakke registered with FINRA?
No. Erling Brakke has no current broker registration.
How can I verify Erling Brakke’s record?
Search CRD 6554947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erling Brakke’s full registration record.