Brendon Johansen has been an investment adviser representative at Aegis Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
- – present · 2 yearsSt. George, UT · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Brendon Johansen is registered as an investment adviser representative in Utah, since September 2024.
- UtahSince 13 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brendon Lane Johansen
- CRD
- 7981648
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- St. George, UT
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Brendon Johansen work?
Brendon Johansen is an investment adviser representative registered through Aegis Wealth Management, Inc. since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brendon Johansen a financial advisor?
Yes. Brendon Johansen has a current investment-adviser registration in Utah, through Aegis Wealth Management since September 2024.
How many years of experience does Brendon Johansen have?
Brendon Johansen has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Brendon Johansen passed?
Brendon Johansen passed the Series 65 in September 2024.
Where is Brendon Johansen based?
Brendon Johansen’s registered office is in St. George, UT.
Is Brendon Johansen registered with FINRA?
No. Brendon Johansen has no current broker registration.
How can I verify Brendon Johansen’s record?
Search CRD 7981648 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brendon Johansen’s full registration record.
