Brandon
Kinsner

Oakmont Advisory Group, LLC

CRD#7621973
Investment Advisor
in Albuquerque, NM

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About this Advisor

Brandon Kinsner is a financial advisor based in Albuquerque, New Mexico, working with Oakmont Advisory Group, LLC. Brandon has previously held positions at Oakmont Advisory Group, LLC, Oakmont Advisory Group, Ops Btfo, Ubreakifix, Miracle Fulfillment, and Flee Market Electronic Sales. Brandon has passed the Series 65 regulatory exam and is registered to provide services in New Mexico. Currently, Brandon is part of Oakmont Advisory Group, LLC, which operates out of Albuquerque, New Mexico. The firm has 7 employees and manages assets totaling $108.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Oakmont Advisory Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2001 Carlisle Blvd Ne Suite D
Albuquerque, NM 87110-4939

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Oakmont Advisory Group, LLC Brokerage Details

Total Assets Under Management

$108,198,163

NM Average: $3,612,835,751
Total Number of Employees

7

NM Average: 18
Total Number of Accounts

1,021

NM Average: 517
Average Account Size

$105,973

NM Average: $6,988,077

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brandon Kinsner Work History

2021 - Present (3 years)

Oakmont Advisory Group, LLC

2021 - Present (3 years)

Oakmont Advisory Group

2018 - 2021 (3 years)

Ops Btfo

2017 - 2018 (1 year)

Ubreakifix

2014 - 2017 (3 years)

Miracle Fulfillment

2013 - 2014 (1 year)

Flee Market Electronic Sales

Disclosures

Please visit the SEC profile of Brandon Kinsner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oakmont Advisory Group, LLC

Brandon Kinsner
Albuquerque, NM
David Hicks
Albuquerque, NM
Ralph Hicks
Albuquerque, NM

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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