Brandon M. Kane

LAKERIDGE WEALTH MANAGEMENT LLC

BROOMFILED, CO

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CRD#: 5058872

Professional summary

Brandon Matthew Kane, CFP®, who also goes by Brandon M Kane, is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Broomfiled, Colorado and PRIVATE CLIENT SERVICES, LLC located in Albuquerque, New Mexico.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brandon has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon M Kane

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) Prestige Basketball Club of Colorado. 1385 Nissen Ct, Broomfield, CO 80020. Basketball Club. Registered Agent for not-for-profit basketball club. Responsible for filing annual business update to maintain not-for-profit. 2) Flandermeyer Financial DBA Financial Soultions Planning and Investments DBA Doctor's Financial Resource. 5203 Juan Tabo Blvd, Ste 2C, Albuquerque, NM 87111. DBA associated with Lakeridge WM. This is a marketing brand that caters to doctors and financial planning clients. Financial Planner and Advisor-Coordinating all aspects of comprehensive financial services and planning. 155 hrs/mo; 8 during trading hrs. 3) Independent Insurance Agent. 5203 Juan Tabo Blvd, Ste 2C, Albuquerque, NM 87111. Fixed insurance with various companies. Insurance agent that sells life insurance, fixed annuities and long-term care polices. 5 hrs/mo; 1 during trading hrs. 4) Lakeridge Wealth Management. 5203 Juan Tabo Blvd, Ste 2C, Albuquerque, NM 87111. RIA. 155 hrs/mo; 98 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Matthew Kane's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

January 24, 2022 - Present

LAKERIDGE WEALTH MANAGEMENT LLC

RIA

CRD#: 314071

BROOMFILED, CO

Current

January 6, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 5203 Juan Tabo Blvd Ne, Ste 2c, Albuquerque, NM 87111

RIA

CRD#: 120222

Albuquerque, NM

Past

August 26, 2021 - December 31, 2021

LAKERIDGE WEALTH MANAGEMENT LLC

RIA

CRD#: 25574

BOULDER, CO

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".

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071 / SEC#: 801-121373

RIA

Registered Investment Advisory firm - (6/2/2021 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071 / SEC#: 801-121373

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

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Contact information

Main Address

7470 Center St, Mentor, OH 44060

Mailing Address

Phone number

(440) 510-1901

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAKERIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/14/2025)

Regulatory assets under management

Total Number of Accounts	2,542
AUM (Assets Under Management)	$ 700,523,160

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.

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Firm Stability Insights

Brandon M. Kane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Matthew Kane's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LAKERIDGE WEALTH MANAGEMENT LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

LAKERIDGE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/2/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2007

Series 6

Date: 11/22/2005

FINRA

Current Firm

LAKERIDGE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAKERIDGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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