BL
BL

Brandon Scott Lanz

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
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Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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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
January 2024 - Present · 2 yrs 1 mo
49 Financial
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Pks Advisory Services, LLC
January 2020 - July 2020 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2019 - January 2024 · 4 yrs 2 mos
AXA Advisors, LLC
February 2017 - December 2019 · 2 yrs 10 mos
AXA Advisors, LLCBroker
August 2016 - December 2019 · 3 yrs 4 mos
State Registrations15 states
CACODCGAIAILKYLAMINCNJNYOHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.