Brandon Trank
Associate Wealth Advisor at TradeWinds Wealth Management | Portland, Oregon, United States
Brandon Trank’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Associate Wealth Advisor at TradeWinds Wealth Management in April 2021 - Present
Financial Advisor at The Prudential Insurance Company of America at Prudential Financial in June 2018 - April 2021
Financial Advisor at Principal Financial Group in January 2016 - May 2018
Construction Project Assistant at Adams Enterprises in July 2014 - September 2014
Oregon State University, Bachelor’s Degree, August 2026
TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area. TradeWinds helps employees with federal benefits understand the financial and non-financial factors that should be considered for retirement planning and investing. The firm has been successfully helping employees receiving federal benefits make the most of their retirement for over 15 years. TradeWinds Wealth Management takes its name from the steady winds that carried mariners around the world with regularity and confidence. The firm understands that while the path of investments is uncertain, there are persistent trends that can be the basis for successful financial advice. With built-in flexibility and adaptation, investment plans can mirror the TradeWinds and provide confidence in achieving the retirement outcome you’ve dreamt about and planned for. There are big questions, some financial and some related to lifestyle, that every pre-retiree should ask themselves: ► Do you want to fully stop working or perhaps stay busy with a new career, business, or volunteer work? ► Can you afford to retire now and if not now, when? ► What will your retirement days look like? Literally, what will you do? ► How will you pay for health and medical care? TradeWinds Wealth Management will help you answer all these retirement-related questions and more. Perhaps the biggest benefit offered by the firm is they know all the questions that need to be answered. TradeWinds believes strongly that understanding the ‘why’ behind any financial decision is the key to successful retirement planning and everyone sleeping better at night. Steadfast, prudent, creative, and compassionate, TradeWinds makes it easy for you to plan and successfully navigate the retirement process. Contact TradeWinds Wealth Management today with your questions and to find out when the next workshop is scheduled. 503-673-2828.
Discover more about TradeWinds Wealth Management
Guiding Hardworking Professionals Toward a Better Retirement Than They Thought Possible | CFP® | Retirement Navigation System™
Operations Director & Wealth Advisor at TradeWinds Wealth Management
(Jul 2022 – Present)
CFP®, MBA, President, Tradewinds Wealth Management, LLC
As Tradewinds Wealth Management, LLC's founder and President, I have assisted clients in managing wealth for over 23 years. I decided to create my own firm to be able to provide the finest client experience, which I felt was lacking at the larger Wall Street Firms.
I focus o...
Certified Divorce Financial Analyst, Collaborative Divorce Mediator, Experienced Investment Advisor
Associate Wealth Management Advisor at TradeWinds Wealth Management
(Oct 2022 – Present)
Certified Financial Planner(TM) Professional dedicated to assisting individuals define and reach their retirement goals.
Please note that current regulatory policy does not allow me to receive endorsements of Skills and Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accou...
What is Brandon Trank email address?
Email Brandon Trank at [email protected] and [email protected]. This email is the most updated Brandon Trank's email found in 2026.
What is Brandon Trank phone number?
Brandon Trank phone number is (503)746-2188 and 3867882638.
How to contact Brandon Trank?
To contact Brandon Trank send an email to [email protected] or [email protected]. If you want to call Brandon Trank try calling on (503)746-2188 and 3867882638. (updated on October 12, 2025)
What company does Brandon Trank work for?
Brandon Trank works for TradeWinds Wealth Management.
What is Brandon Trank's role at TradeWinds Wealth Management?
Brandon Trank is Associate Wealth Advisor
What industry does Brandon Trank work in?
Brandon Trank works in the Financial Services industry.
