Kristan Bruhn
Kristan Bruhn is a registered investment advisor at L & M Wealth Management and Retirement Solutions, LLC, based in Oklahoma City, OK, with 9 years of industry experience. Kristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 136 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.40% |
| $2M+ | 2.20% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
2601 NW Expressway, #110W, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristan is an insurance agent involved in insurance sales, dedicating a few hours per week to this activity. She also serves as the Director of Softball Operations for Big Fly Showcases, spending approximately 60 hours per month on baseball and softball tournaments.
Employment History
Current Registrations
L & M Wealth Management and Retirement Solutions, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.