Unclaimed Profile

Brandon Lee Steele

MAINSAIL FINANCIAL GROUP, LLC·BELLEVUE, Washington

SIE, Series 7, Series 66CFPClean record14 years registeredMAINSAIL FINANCIAL GROUP, LLC

11245 SE 6TH STREET, BELLEVUE, WA 98004CRD# 5981274Firm CRD# 317970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Lee Steele · BELLEVUE, WA

Registration

CRD #5981274 · MAINSAIL FINANCIAL GROUP, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MAINSAIL FINANCIAL GROUP

Mar 2022 – present

COMMONWEALTH FINANCIAL NETWORK

Feb 2019 – Apr 2022

Bellevue, WA

MML INVESTORS SERVICES, LLC

Mar 2017 – Feb 2019

BELLEVUE, WA

MSI FINANCIAL SERVICES, INC.

Dec 2011 – Mar 2017

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 17, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAINSAIL FINANCIAL GROUP, LLC

CRD 317970 · SEC 801-123307

AUM

$192M

Regulatory assets under management

Employees

698 client accounts

Services offered by MAINSAIL FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MAINSAIL FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Lee Steele offer?

Brandon Lee Steele specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Brandon Lee Steele's credentials?

Brandon Lee Steele holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brandon Lee Steele located?

Brandon Lee Steele is based in BELLEVUE, Washington, working with MAINSAIL FINANCIAL GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Brandon Lee Steele charge for services?

Brandon Lee Steele's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAINSAIL FINANCIAL GROUP, LLC?

MAINSAIL FINANCIAL GROUP, LLC has approximately 6 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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