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Brandon Kane

Advisor at Lakeridge Wealth Management LLC

Updated today

Location

Broomfiled, CO

Credentials

CFP®, Series 66

Industry experience

20 years

About

Brandon Kane is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He currently serves at Lakeridge Wealth Management LLC and has held roles at Private Client Services, FlanderMeyer Financial, MBA Financial Services, and Cetera Advisor Networks. Outside of his advisory work, he is the registered agent for the Prestige Basketball Club of Colorado, a not-for-profit basketball organization. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, using fundamentally driven portfolios with a range of investment vehicles and ongoing oversight.

Client services

Based on Lakeridge Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Lakeridge Wealth Management LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Lakeridge Wealth Management LLC

Founder/Business Owner Doctor or Medical Professional Executive

Fee options

Fixed

Financial planning fixed engagement fees negotiated based on scope; fixed annual fees for ongoing planning engagements

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,000+: Negotiable

Commissions

Advisory Persons receive commissions for securities transactions and insurance sales in their separate capacity as Registered Representatives or insurance professionals; commissions are separate from advisory fees

Project-based

Up to $300 per hour for project-based financial planning engagements

Other

Fee-only: Financial planning fees ranging from $1,000 to $14,000 or more, billed hourly up to $300/hour, fixed fees, or ongoing fixed annual fees; retirement plan advisory fees up to 1.00% annually or fixed annual fees

Location

Broomfiled, CO

Most active in

Colorado

Work history

Private Client Services

2023 - Present (3 years)

Lakeridge Wealth Managment LLC

2021 - Present (5 years)

FlanderMeyer Financial, LLC

2019 - Present (7 years)

MBA Financial Services LLC

2016 - Present (10 years)

Cetera Advisor Networks, LLC

2016 - 2023 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
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Zack G

CFP®

Denver, CO

True Riches Financial Planning

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior experience includes roles at LearnLux, where he provides consulting on financial well-being and company benefits, and Brighton Jones. He also performs tax preparation services for advisory clients. True Riches Financial Planning offers comprehensive financial planning and discretionary investment management through a Household CFO model, serving individual and non‑high‑net‑worth clients. The firm integrates modern portfolio theory with various analytical approaches and manages accounts using both active and passive investment vehicles, incorporating tax-aware strategies and socially responsible investment options when requested.

College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

Derek Wolff is a CFP® with 21 years of experience in financial advising. He has been the principal advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs various analytical methods and trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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Bruce F

Series 63, Series 65

Boulder, CO

Fleet Capital Management, LLC

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Active portfolio management Tax-loss harvesting Wealth management
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Joseph M

Series 63, Series 65

Northglenn, CO

Fortified Wealth Strategies, Inc.

Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Kestra Financial Services, and Nfp Securities. Outside of advisory work, he serves as an adjunct professor at the University of Colorado, teaching a business school course. Fortified Wealth Strategies serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing financial planning and investment advisory services. The firm manages client portfolios on a non-discretionary basis, utilizing custom allocation models and third-party managers, with an emphasis on strategic asset allocation and periodic rebalancing.

General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Kyle S

Series 65

Superior, CO

Kyso Financial

Kyle Sothers is the sole advisor at Kyso Financial, a state-registered independent investment advisory firm based in Superior, Colorado. He holds a Series 65 designation and has eight years of industry experience, having managed investments privately before founding Kyso Financial in 2016. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three actively managed model portfolios and a customized ETF-based option. The firm employs a fundamentally driven approach combining growth and value strategies with a long-term orientation, alongside the explicit use of hedging techniques and derivatives for tactical downside protection in certain accounts.

Active portfolio management Tax-loss harvesting Passive / index investing
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