Brandon Matthew Kane

Current Employers

Lakeridge Wealth Management Llc

7470 Center St, Mentor, OH 44060 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-01-24

CO RA
APPROVED

Since 2022-01-24

Branch Locations

Broomfiled, CO • United States

7470 Center St, Mentor, OH 44060 • 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
Cetera Advisor Networks, Llc	El Segundo	CA	02/2016	01/2023
Mba Financial Services Llc	Broomfield	CO	02/2016	Present
Flandermeyer Financial, Llc;	Albuquerque	NM	04/2019	Present
Lakeridge Wealth Managment Llc	Broomfield	CO	08/2021	Present
Private Client Services	Albuquerque	NM	01/2023	Present

02/2016 → 01/2023

Cetera Advisor Networks, Llc

El Segundo, CA
02/2016 → Present

Mba Financial Services Llc

Broomfield, CO
04/2019 → Present

Flandermeyer Financial, Llc;

Albuquerque, NM
08/2021 → Present

Lakeridge Wealth Managment Llc

Broomfield, CO
01/2023 → Present

Private Client Services

Albuquerque, NM

Previous Registrations

2016-02-10 → 2023-01-11

Cetera Wealth Services, Llc

Boulder, CO

Broomfield, CO

Boulder, CO
2021-08-26 → 2021-12-31

Lakeridge Wealth Management Llc

Boulder, CO

Mentor, OH
2011-01-03 → 2016-02-16

Wells Fargo Clearing Services, Llc

Louisville, CO

Denver, CO

Westminster, CO
2010-10-15 → 2011-01-03

Wells Fargo Investments, Llc

Louisville, CO
2008-08-15 → 2010-10-18

Key Investment Services Llc

Denver, CO

Meridian, ID

Broomfield, CO
2008-01-08 → 2008-08-14

Chase Investment Services Corp.

Westminster, CO

Arvada, CO

Boulder, CO

Other Businesses

1) Prestige Basketball Club of Colorado. 1385 Nissen Ct, Broomfield, CO 80020. Basketball Club. Registered Agent for not-for-profit basketball club. Responsible for filing annual business update to maintain not-for-profit. 2) Flandermeyer Financial DBA Financial Soultions Planning and Investments DBA Doctor's Financial Resource. 5203 Juan Tabo Blvd, Ste 2C, Albuquerque, NM 87111. DBA associated with Lakeridge WM. This is a marketing brand that caters to doctors and financial planning clients. Financial Planner and Advisor-Coordinating all aspects of comprehensive financial services and planning. 155 hrs/mo; 8 during trading hrs. 3) Independent Insurance Agent. 5203 Juan Tabo Blvd, Ste 2C, Albuquerque, NM 87111. Fixed insurance with various companies. Insurance agent that sells life insurance, fixed annuities and long-term care polices. 5 hrs/mo; 1 during trading hrs. 4) Lakeridge Wealth Management. 5203 Juan Tabo Blvd, Ste 2C, Albuquerque, NM 87111. RIA. 155 hrs/mo; 98 during trading hrs.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-02

S66 Uniform Combined State Law Examination

2008-01-02

Designations

Other Names

Brandon M Kane

View on SEC IAPD