Brendon Lane Johansen

Current Employers

Aegis Wealth Management, Inc.

317 State Street, Guthrie Center, IA 50115 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-09-13

UT RA
APPROVED

Since 2024-09-13

Branch Locations

St. George, UT • United States

317 State Street, Guthrie Center, IA 50115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Aegis Wealth Management, Inc.	Guthrie Center	IA	09/2024	Present
Plan Advisors	St. George	UT	09/2022	Present
American Senior Benefits	St. George	UT	03/2017	09/2022
Jubilee Realty	St. George	UT	01/2013	12/2017
Johansen Insurance & Financial Services, Llc	St. George	UT	07/2020	Present

09/2024 → Present

Aegis Wealth Management, Inc.

Guthrie Center, IA
09/2022 → Present

Plan Advisors

St. George, UT
03/2017 → 09/2022

American Senior Benefits

St. George, UT
01/2013 → 12/2017

Jubilee Realty

St. George, UT
07/2020 → Present

Johansen Insurance & Financial Services, Llc

St. George, UT

Other Businesses

1.) Johansen Insurance & Financial Services, LLC; Investment-related; St. George, Utah; Medicare Insurance, Life Insurance, Fixed/Indexed Annuities; Agency Owner; Insurance Agent; Start date: 07/2020; Approximately 160 hours/month devoted to this business with approximately 8 hours/month devoted during securities trading hours; Duties: manage other agents, manage current book of business and service new clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-03

S65 Uniform Investment Adviser Law Examination

2024-09-03