Brandon Michael Lawrence
Investment adviser representative at Wellth Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
Are you Brandon Michael Lawrence? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Global Retirement Partners, LLCNov 2020 to Jun 2024
- Advisornet Financial Inc. dba Advisornet Financial PartnersApr 2019 to Nov 2020
- Advisornet Wealth ManagementAug 2017 to Nov 2020
- Cetera Advisor NetworksAug 2017 to Nov 2020
- Advisornet Financial Inc. dba Jra FinancialAug 2017 to Mar 2020
- Cri Securities, LLCMay 2015 to Aug 2017
- Minnesota Life Insurance CompanyMay 2015 to Aug 2017
- North Star Consultants, IncMay 2015 to Aug 2017
- Securian Financial Services, IncMay 2015 to Aug 2017
- Jacobs FinancialAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MN, SD).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6194452
- Firm CRD
- 330537