Brandon Lanz is a registered investment advisor, based in Richardson, TX, with 10 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3400 N Central Expy, Sute #110-260, Richardson, TX, 75080
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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
Brandon is an Investment Adviser Representative at 49 Wealth Management, dedicating most of his time to this role. He also works as a Fixed Insurance Sales Agent and a Registered Representative, spending about 10-20% of his time on each. Additionally, Brandon spends minimal time as a contractor for a charitable planning company.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 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.
Exams
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