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Brandon David Tieso

INTRACK INVESTMENT MANAGEMENT, INC.·SOUTH BURLINGTON, Vermont
SIE, Series 7TO, Series 66CFPClean record1 years registeredINTRACK INVESTMENT MANAGEMENT, INC.
1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403CRD# 7852300Firm CRD# 106450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon David Tieso · SOUTH BURLINGTON, VT
Registration
CRD #7852300 · INTRACK INVESTMENT MANAGEMENT, INC. · 1 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Apr 2026 – present
INTRACK INVESTMENT MANAGEMENT, INC.
Mar 2025 – Feb 2026
SOUTH BURLINGTON, VT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · March 7, 2025
Years registered · 1
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTRACK INVESTMENT MANAGEMENT, INC.
CRD 106450 · SEC 801-79488
AUM
$264M
Regulatory assets under management
Employees
5
553 client accounts
Services offered by INTRACK INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTRACK INVESTMENT MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Brandon David Tieso offer?
Brandon David Tieso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Brandon David Tieso's credentials?
Brandon David Tieso holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brandon David Tieso located?
Brandon David Tieso is based in SOUTH BURLINGTON, Vermont, working with INTRACK INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Brandon David Tieso charge for services?
Brandon David Tieso's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: negotiated fee structure. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRACK INVESTMENT MANAGEMENT, INC.?
INTRACK INVESTMENT MANAGEMENT, INC. has approximately 5 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTRACK INVESTMENT MANAGEMENT, INC.

Myron R Sopher
SOUTH BURLINGTON, VT
Matthew D. Johnson
SOUTH BURLINGTON, VT

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Nearby cities in Vermont
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