Advisor at Invested Interests, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Invested Interests, LLC
Location
Minneapolis, MN 55408
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
20 years
Brandon Small is a CFP® and CFA® credentialed advisor with 20 years of industry experience. He is the sole advisor at Invested Interests, LLC in Minneapolis, MN, where he has worked since 2013. Prior to this, he has held roles at Crane Capital Management, LLC and PrideCo Capital Management, LLC. Outside of advisory work, he provides accounting consulting as a licensed CPA. Invested Interests, LLC offers combined investment advisory, financial planning, and portfolio management services to individual, corporate, and nonprofit clients. The firm typically manages discretionary accounts using fundamental and technical analysis, emphasizes balanced long-term portfolios, and incorporates socially responsible investment options aligned with clients’ ESG preferences.
Based on Invested Interests, LLC
$0 - $250,000: 1.5% $250,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Account minimum: $50,000
1330 Lagoon Ave, Suite 820
Minneapolis, MN 55408
California · Minnesota
Crane Capital Management, LLC
2020 - Present (6 years)
Invested Interests, LLC
2013 - Present (13 years)
PrideCo Capital Management, LLC
2009 - Present (17 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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