Expand Financial Group, LLC

CRD 293160 · $113.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 293160
SEC number: 801-134940
Firm type: RIA
Assets under management: $113.5M as of May 1, 2026
Website: expandfinancialgroup.com ↗
Phone: 916-521-5451
Address: Not yet retrieved from the source record

Advisors at this firm

6 in our index · page 1 of 1

David Jay BennettCRD 2648958 · Burleson, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jay Andrew BennettCRD 6690190 · Spring Hill, TN

IA RegisteredRegistration inactive
Joel David BennettCRD 7400354 · Corsicana, TX

IA Registered
Brandon BergCRD 7518168 · Eugene, OR

IA Registered
Brian Wayne BurmanCRD 7084026 · Peoria, AZ

IA Registered
Michael James GammillCRD 6741624 · Bozeman, MT

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 293160 ↗ FINRA BrokerCheck record for firm CRD 293160 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.