BJ
Brandon D. Johnson
LEXAURUM ADVISORS
Guthrie, OK
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CRD#: 4888798
BJ
Professional summary
Brandon David Johnson is a registered financial advisor currently at LEXAURUM ADVISORS located in Guthrie, Oklahoma.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brandon has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) OWNER OF INTEGRATIVE RISK MANAGEMENT, LLC; INVESTMENT RELATED; 324 W HEFNER RD, OKLAHOMA CITY, OK 73114; BEGAN JANUARY 1, 2005; APX 4 HOURS PER WEEK ALL DURING TRADING; GENERAL INSURANCE BUSINESS; (2) PARTNER IN STRENGTHENING OKLAHOMA LLC; NOT INVESTMENT RELATED; 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114; CONSULTING, MARKETING, AND NIL DEALS FOR COLLEGE ATHLETES; BEGAN JULY 1, 2022; APX 8 HOURS PER MONTH, 4 HOURS PER WEEK DURING TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon David Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 1, 2018 - Present
LEXAURUM ADVISORS
RIA
CRD#: 283653
Guthrie, OK
Past
September 1, 2016 - May 14, 2018
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
OKLAHOMA CITY, OK
Past
September 1, 2016 - May 14, 2018
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
OKLAHOMA CITY, OK
Past
July 21, 2006 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
OKLAHOMA CITY, OK
Past
July 21, 2006 - September 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
OKLAHOMA CITY, OK
Past
March 4, 2005 - July 28, 2006
WADDELL & REED
RIA
CRD#: 866
EDMOND, OK
Past
January 26, 2005 - July 28, 2006
WADDELL & REED
BD
CRD#: 866
EDMOND, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
Registered Investment Advisory firm - (5/10/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(6/18/2018)
IAR
Texas(6/1/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
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Contact information
Main Address
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
Mailing Address
Phone number
(913) 261-9316
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,641 |
| AUM (Assets Under Management) | $ 1,006,435,215 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
