Brandon Kane has been an investment adviser representative at Lakeridge Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Brandon Kane holds a Degree in business management from Fort Lewis College.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Brandon Kane is Senior Financial Advisor of Lakeridge Wealth Management. His career as a financial advisor began in 2008. He has a background in hospitality management and personal banking, and he can guide clients through lending, insurance, retirement planning and tax strategies.
Brandon Kane’s longest registration was 6 years at Cetera Advisor Networks LLC (2016–2023). Before joining Lakeridge Wealth Management in 2022, Brandon Kane was registered through Cetera Advisor Networks LLC and Wells Fargo Advisors, LLC.
- Private Client Services, LLCAlso current– present · 3 yearsBroomfield, CO · Adviser representative and broker · Firm CRD 120222
- – present · 5 yearsBroomfiled, CO · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 6 yearsBoulder, CO · Adviser representative · Firm CRD 13572
- Wells Fargo Advisors, LLC– · 5 yearsBroomfield, CO · Adviser representative · Firm CRD 19616
- Wells Fargo Investments, LLC– · under a yearLouisville, CO · Adviser representative · Firm CRD 10582
- Key Investment Services LLC– · 2 yearsBroomfield, CO · Adviser representative · Firm CRD 136300
- Chase Investment Services Corp.– · under a yearBoulder, CO · Adviser representative · Firm CRD 25574
Professional designations
Listed by Lakeridge Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brandon Kane is registered as an investment adviser representative in Colorado, since January 2022.
- ColoradoSince 24 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 January 2008 |
| Series 7 | General Securities Representative Examination | 11 September 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brandon Matthew Kane
- CRD
- 5058872
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- Broomfiled, CO
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lakeridgewm.com
Where does Brandon Kane work?
Brandon Kane is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Kane a financial advisor?
Yes. Brandon Kane has a current investment-adviser registration in Colorado, through Lakeridge Wealth Management since January 2022.
How many years of experience does Brandon Kane have?
Brandon Kane has 20 years in the financial industry, since November 2005, across 7 adviser firms.
What exams has Brandon Kane passed?
Brandon Kane has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2005. FINRA credited Brandon Kane with the SIE, which began in October 2018.
Where did Brandon Kane work before Lakeridge Wealth Management?
Before Lakeridge Wealth Management, Brandon Kane was registered through Wells Fargo Advisors, LLC, January 2011 to February 2016; Wells Fargo Investments, LLC, October 2010 to January 2011; Key Investment Services LLC, August 2008 to October 2010; Chase Investment Services Corp., January 2008 to August 2008.
Where is Brandon Kane based?
Brandon Kane’s registered office is in Broomfiled, CO.
Is Brandon Kane registered with FINRA?
Yes. Brandon Kane has a current broker registration, under CRD 5058872.
Source: FINRA BrokerCheck
Is Brandon Kane a CFP?
Lakeridge Wealth Management lists Brandon Kane with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brandon Kane’s record?
Search CRD 5058872 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brandon Kane’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging