Brandon Michael Lawrence
Investment Adviser Representative at Wellth Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Michael Lawrence is an investment adviser representative with Wellth Advisory Services, LLC in Nevis, MN, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 6 firms, including Global Retirement Partners LLC and Advisornet Wealth Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota and South Dakota.
Registrations & licenses
- Investment adviser:
- Minnesota, South Dakota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Securian Financial Services, IncMay 2015 – Aug 2017St Paul, MN
- Minnesota LIFE Insurance CompanyMay 2015 – Aug 2017St Paul, MN
- North STAR Consultants, IncMay 2015 – Aug 2017St Cloud, MN
- CRI Securities, LLCMay 2015 – Aug 2017St Paul, MN
- Jacobs FinancialAug 2013 – Aug 2017St. Cloud, MN
- Advisornet Financial Inc. DBA JRA FinancialAug 2017 – Mar 2020Maple Grove, MN
- Cetera Advisor NetworksAug 2017 – Nov 2020Maple Grove, MN
- Advisornet Wealth ManagementAug 2017 – Nov 2020Maple Grove, MN
- Advisornet Financial Inc. DBA Advisornet Financial PartnersApr 2019 – Nov 2020Maple Grove, MN
- Global Retirement Partners, LLCNov 2020 – Jun 2024San Rafael, CA
- WELLth Advisory Services, LLCJun 2024 – no end date reportedShorewood, IL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wellth Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $1,000,000 or Under2.00%
- $1,000,001 to $2,000,0001.50%
- Over $2,000,0011.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Michael Lawrence has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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