Advisor at LexAurum Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Brandon Johnson is a financial advisor with LexAurum Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked at LexAurum since 2018 and previously held roles at Summit Financial Group, VSR Advisory Services, and other firms. Outside of his advisory work, he is a partner in Strengthening Oklahoma LLC, a consulting and marketing business focused on NIL deals for college athletes. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation investment approach using low-cost ETFs and other securities, offering both discretionary and non-discretionary engagement options along with a sub-advisory program for other advisory firms.
Based on LexAurum Advisors
Based on LexAurum Advisors
Financial planning fees may be fixed amounts; specific amounts not stated
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.50% annually
Insurance product commissions and 12b-1 fees from investment companies (not from LexAurum-managed accounts)
Financial planning fees may be hourly based; specific rates not stated
Fee-only: Financial planning fees charged as fixed amount or hourly rate; fees quoted in advance and negotiable based on complexity and service level
Guthrie, OK
Oklahoma · Texas
LexAurum Advisors, LLC
2018 - Present (8 years)
Summit Financial Group Inc
2016 - 2018 (2 years)
Summit Brokerage Services, Inc.
2016 - 2018 (2 years)
VSR Advisory Services
2007 - 2016 (9 years)
Integrative Risk Management, LLC
2006 - Present (20 years)
Vsr Financial Services, Inc
2006 - 2016 (10 years)
Various Insurance Carriers
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Guthrie, OK
Simplicity wealth
Series 63, Series 65
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Edward Jones
Series 66
Guthrie, OK
Edward Jones
Series 66
Broadway, OK
Cambridge Investment Research Advisors
Series 63, Series 65
Edmond, OK
Cambridge Investment Research Advisors
Series 66
Guthrie, OK
Wells Fargo Clearing
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