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John Wirth Lawrence

Royal Fund Management, LLC

Lady Lake, FL

Bonner Springs, KS

CRD 3187893

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Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-31
  • KS RA
    APPROVED
    Since 2020-08-31

Branch Locations

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

111 Oak Street, Bonner Springs, KS 66012 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc. Overland Park KS 04/2003 11/2018
Insurance Designers Of Kansas City Overland Park KS 03/2003 01/2022
Camino Consulting, Llc Bonner Springs KS 01/2013 Present
Royal Fund Management, Llc Dba Camino Advisory Lady Lake FL 08/2020 Present
  • 04/2003 → 11/2018
    Proequities, Inc.
    Overland Park, KS
  • 03/2003 → 01/2022
    Insurance Designers Of Kansas City
    Overland Park, KS
  • 01/2013 → Present
    Camino Consulting, Llc
    Bonner Springs, KS
  • 08/2020 → Present
    Royal Fund Management, Llc Dba Camino Advisory
    Lady Lake, FL
Other Businesses

1) 01/2014 CAMINO CONSULTING, LLC; PRESIDENT/OWNER/FOUNDER; BONNER SPRINGS, KS 66012; INSURANCE BROKERAGE; INVESTMENT RELATED: APPROXIMATELY 160 HOURS; WHOLESALE LIFE INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 1999-10-01
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    1999-10-01
Other Names
  • John Wirth Lawrence

View on SEC IAPD

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