Brendon Lane Johansen
Investment adviser representative at Aegis Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$216.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Aegis Wealth Management, Inc.Sep 2024 to now
- Plan AdvisorsSep 2022 to now
- Johansen Insurance & Financial Services, LLCJul 2020 to now
- American Senior BenefitsMar 2017 to Sep 2022
- Jubilee RealtyJan 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Aegis Wealth Management, Inc.
$216.5MAssets managed
2,350Clients
23Advisers
7 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
- 7981648
- Firm CRD
- 301990