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Brandon David Johnson

Lexaurum Advisors

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About Brandon David Johnson

Brandon David Johnson is a financial advisor with Lexaurum Advisors, LLC. Brandon is a registered investment advisor in Oklahoma and has a Series 7 and Series 66 license. Brandon has been a financial advisor for over 17 years. Prior to joining Lexaurum Advisors, Brandon worked at Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Brandon is a highly experienced financial advisor with a strong track record of success. Brandon specializes in working with individuals, businesses, and charitable organizations. He provides a wide range of financial planning and investment management services. Brandon is committed to helping his clients achieve their financial goals.

Firm Information

Brandon Johnson is currently registered with Lexaurum Advisors. Lexaurum Advisors is an investment advisor headquartered in Overland Park, KS. The firm has 27 investment advisor representatives and manages over $1 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and pension consulting services.
Lexaurum Advisors

16010 METCALF AVENUE, SUITE 101

OVERLAND PARK, KS 66085

$1.01B

Assets Under Management

49

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly fee

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Brandon Johnson’s Registration & Firm History

OK

06/02/2018 - Present

Lexaurum Advisors (Guthrie OK)

OK

09/01/2016 - 05/14/2018

SUMMIT BROKERAGE SERVICES, INC. (OKLAHOMA CITY OK)

OK

07/21/2006 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)

OK

01/26/2005 - 07/28/2006

WADDELL & REED, INC. (EDMOND OK)

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Licenses & Designations

BOTH

Issued 03/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Brandon David Johnson. Review regulatory record here.
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