Brandon Kane
Advisor at Lakeridge Wealth Management LLC
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.
Advisor at Lakeridge Wealth Management LLC
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.
Location
Broomfiled, CO
Credentials
CFP®, Series 66
Industry experience
20 years
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.
Based on Lakeridge Wealth Management LLC
Based on Lakeridge Wealth Management LLC
Based on Lakeridge Wealth Management LLC
Financial planning fixed engagement fees negotiated based on scope; fixed annual fees for ongoing planning engagements
$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
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
Up to $300 per hour for project-based financial planning engagements
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
Broomfiled, CO
Colorado
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)
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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")