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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst27 years in industry

BRANDON JAMES SMALL

Advisor at INVESTED INTERESTS, LLC

MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:46350962-6607-e23d-1edd-c6589a1c58f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVESTED INTERESTS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 26, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66|S63
First exam: Jul 26, 1999
First registration: Jun 30, 2004
Dual registered: no
IAPD individual key: 3262658

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVESTED INTERESTS, LLC	State registered	Apr 17, 2025	n/a	yes	MINNEAPOLIS, MN	Current employment
CRANE CAPITAL MANAGEMENT LLC	State registered	Jan 21, 2021	Aug 26, 2022	no	SPRING PARK, MN	Previous registration
INVESTED INTERESTS, LLC	State registered	Sep 5, 2008	Dec 31, 2009	no	MINNEAPOLIS, MN	Previous registration
LYON AND SMALL INVESTORS, INC.	n/a	Jan 5, 2006	Dec 31, 2008	no	EMERYVILLE, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Jun 30, 2004	Nov 30, 2004	no	OAKLAND, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CRANE CAPITAL MANAGEMENT LLC	INVESTED INTERESTS, LLC	Aug 26, 2022	Apr 17, 2025	965	Firm change after gap	Other
INVESTED INTERESTS, LLC	CRANE CAPITAL MANAGEMENT LLC	Dec 31, 2009	Jan 21, 2021	4,039	Firm change after gap	Other
LYON AND SMALL INVESTORS, INC.	INVESTED INTERESTS, LLC	Dec 31, 2008	Sep 5, 2008	-117	Firm change after gap	Other
FINANCIAL WEST GROUP	LYON AND SMALL INVESTORS, INC.	Nov 30, 2004	Jan 5, 2006	401	Firm change after gap	Other

Relationships

Registered with (4)

→ INVESTED INTERESTS, LLCRegistered adviserregistration: previous registration
Sep 5, 2008 to Dec 31, 2009factForm ADV
→ CRANE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 21, 2021 to Aug 26, 2022factForm ADV
→ LYON AND SMALL INVESTORS, INC.Registered adviserregistration: previous registration
Jan 5, 2006 to Dec 31, 2008factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Jun 30, 2004 to Nov 30, 2004factForm ADV

Dated events

Occurred
Aug 26, 2022
Advisor changed firm
Brandon James Small left Crane Capital Management Llc for Invested Interests, Llc (registered 2025-04-17)
Form ADVobserved 6 days ago