Brandon
Lanz

49 Financial

CRD#6618680
Investment Advisor
in Dallas, TX

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About this Advisor

Brandon Lanz is a financial advisor based in Dallas, Texas. Lanz is an advisor for 49 Financial. During their career, Lanz has held roles at Texas A&M University, Dell Inc, G-2 Merchandising, Strategic Solutions, Pine Cove Christian Camp, Premier Sports, Tom Muehlenbeck Center, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, LLC and 49 Wealth Management LLC. Lanz has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. 49 Financial is a company based out of Austin, TX. It has $231 million in assets across its 2,262 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,262 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees charged by 49 Financial most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14555 Dallas Parkway Suite 100-212
Dallas, TX 75254

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49 Financial Brokerage Details

Total Assets Under Management

$230,561,939

TX Average: $3,042,739,679
Total Number of Employees

55

TX Average: 49
Total Number of Accounts

2,262

TX Average: 2,315
Average Account Size

$101,928

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brandon Lanz Work History

Brandon has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

49 Wealth Management LLC

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2020 - 2022 (2 years)

Thrivent Advisor Network, LLC

2016 - 2019 (3 years)

Axa Advisors, LLC

2015 - 2015 (< 1 year)

Dell Inc

2014 - 2014 (< 1 year)

Pine Cove Christian Camp

2013 - 2015 (2 years)

G-2 Merchandising

2012 - 2016 (4 years)

Texas A&M University

2012 - 2014 (2 years)

Strategic Solutions

2012 - 2014 (2 years)

Premier Sports

2012 - 2013 (1 year)

Tom Muehlenbeck Center

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Lanz 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 49 Financial

Nicholas Bishop
Austin, TX
Benjamin Long
Austin, TX
Timothy Rodgers
Rogers, AR
Brandon Lanz
Dallas, TX
Kristopher Blasl
Austin, TX
Alexandra Eaton
Austin, TX
Chase Bertrand
Austin, TX
Dean Dillenberg
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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