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RIA / WealthAdvisor20 years in industry

Michael Brannon

Advisor at APO FINANCIAL SERVICES, LLC

WESTMINSTER, CO

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Search this name across graphsid dfx:ria:d7cd2f12-701f-6442-e859-8d0e2e4a06ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Aug 7, 2014 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: APO FINANCIAL 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: May 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 17, 2006
First registration: Aug 7, 2014
Dual registered: no
Other names: MICHAEL K. BRANNON|MICHAEL K BRANNON|Michael Keith Brannon
IAPD individual key: 4280335

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
APO FINANCIAL SERVICES, LLC	Independent wealth	Jul 7, 2026	n/a	yes	WESTMINSTER, CO	Current employment
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Feb 3, 2026	May 12, 2026	no	Denver, CO	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Aug 28, 2024	Apr 30, 2025	no	DENVER, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 1, 2020	Jun 30, 2022	no	GOLDEN, CO\|GOLDEN, CO\|DENVER, CO\|DENVER, CO	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Sep 8, 2017	Jun 1, 2020	no	Broomfield, CO\|Broomfield, CO	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jun 17, 2016	Feb 3, 2017	no	EVERGREEN, CO\|EVERGREEN, CO\|NORTHGLENN, CO\|LOUISVILLE, CO\|SUPERIOR, CO\|WESTMINSTER, CO\|GOLDEN, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 7, 2014	Jul 28, 2015	no	ENGLEWOOD, CO\|GOLDEN, CO	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
ALLSTATE FINANCIAL ADVISORS, LLC	APO FINANCIAL SERVICES, LLC	May 12, 2026	Jul 7, 2026	56	Firm change	Ibd to RIA
EDELMAN FINANCIAL ENGINES	ALLSTATE FINANCIAL ADVISORS, LLC	Apr 30, 2025	Feb 3, 2026	279	Firm change	RIA to ibd
LPL FINANCIAL LLC	EDELMAN FINANCIAL ENGINES	Jun 30, 2022	Aug 28, 2024	790	Firm change after gap	RIA to RIA
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	Jun 1, 2020	Jun 1, 2020	0	Firm change	Ibd to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	CUSO FINANCIAL SERVICES, L.P.	Feb 3, 2017	Sep 8, 2017	217	Firm change	Other
LPL FINANCIAL LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 28, 2015	Jun 17, 2016	325	Firm change	Other

Relationships

Registered with (6)

→ APO FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Jul 7, 2026 to presentfactForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 3, 2026 to May 12, 2026factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Aug 28, 2024 to Apr 30, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 1, 2020 to Jun 30, 2022factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Sep 8, 2017 to Jun 1, 2020factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jun 17, 2016 to Feb 3, 2017factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
Michael Brannon left Allstate Financial Advisors, Llc for Apo Financial Services, Llc (registered 2026-07-07)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2025
Advisor changed firm
Michael Brannon left Edelman Financial Engines for Allstate Financial Advisors, Llc (registered 2026-02-03)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Michael Brannon left Lpl Financial Llc for Edelman Financial Engines (registered 2024-08-28)
Form ADVobserved 4 days ago