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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

Erling Bert Brakke

Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Conroe, TX | LAKEWAY, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54e41362-4927-07e4-13e3-be2e2b4d7871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2015 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: FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jun 15, 2017
First registration: Sep 17, 2015
Dual registered: no
Other names: ERLING BRAKKE
IAPD individual key: 6554947

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
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Independent wealth	Sep 13, 2021	n/a	yes	LAKEWAY, TX\|Conroe, TX	Current employment
FORTA FINANCIAL GROUP, INC.	Former SEC adviser	Mar 3, 2020	Oct 4, 2021	no	The Woodlands, TX\|GREENWOOD VILLAGE, CO	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Sep 17, 2015	Dec 31, 2019	no	THE WOODLANDS, TX\|DALLAS, TX	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
FORTA FINANCIAL GROUP, INC.	FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Oct 4, 2021	Sep 13, 2021	-21	Channel change	RIA to new firm
AVANTAX ADVISORY SERVICES	FORTA FINANCIAL GROUP, INC.	Dec 31, 2019	Mar 3, 2020	63	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
28784:316024:CO:2021-10-04	Oct 4, 2021	Sep 13, 2021	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (3)

→ FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCRegistered adviserregistration: current employment
Sep 13, 2021 to presentfactForm ADV
→ FORTA FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Mar 3, 2020 to Oct 4, 2021factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 17, 2015 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54e41362-4927-07e4-13e3-be2e2b4d7871
First observed: Sep 17, 2015
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Erling Bert Brakke

Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Conroe, TX | LAKEWAY, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54e41362-4927-07e4-13e3-be2e2b4d7871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Independent wealth

Sep 13, 2021

n/a

yes

LAKEWAY, TX|Conroe, TX

Current employment

FORTA FINANCIAL GROUP, INC.

Former SEC adviser

Mar 3, 2020

Oct 4, 2021

The Woodlands, TX|GREENWOOD VILLAGE, CO

Previous registration

AVANTAX ADVISORY SERVICES

Former SEC adviser

Sep 17, 2015

Dec 31, 2019

THE WOODLANDS, TX|DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FORTA FINANCIAL GROUP, INC.

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Oct 4, 2021

Sep 13, 2021

-21

Channel change

RIA to new firm

AVANTAX ADVISORY SERVICES

FORTA FINANCIAL GROUP, INC.

Dec 31, 2019

Mar 3, 2020

Firm change

Ibd to RIA

Team

Left

Joined

From

Kind

28784:316024:CO:2021-10-04

Oct 4, 2021

Sep 13, 2021

GREENWOOD VILLAGE, CO

Firm change