Brandon
Kane
Lakeridge Wealth Management LLC
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About this Advisor
Brandon Kane is a financial advisor based in Boulder, Colorado, working with Lakeridge Wealth Management LLC. Brandon has previously held positions at Wells Fargo Advisors LLC, Cetera Advisor Networks, LLC, Mba Financial Services LLC, Flandermeyer Financial, LLC, Lakeridge Wealth Management LLC, and Private Client Services. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Brandon is part of Lakeridge Wealth Management LLC, which operates out of Boulder, Colorado. The firm has 7 offices and 20 employees. The firm manages assets totaling $605.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lakeridge Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lakeridge Wealth Management LLC Brokerage Details
$605,770,799
20
2,369
$255,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandon Kane Work History
Private Client Services
Lakeridge Wealth Managment LLC
Flandermeyer Financial, LLC
Mba Financial Services LLC
Cetera Advisor Networks, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Brandon Kane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lakeridge Wealth Management LLC
Albuquerque, NM
Albuquerque, NM
Mentor, OH
Mentor, OH
Mentor, OH
Mentor, OH
Mentor, OH
Boulder, CO
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