L & M Wealth Management And Retirement Solutions, LLC

L & M Wealth Management And Retirement Solutions, LLC (CRD# 151669) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $46,223,968 in 269 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2601 Nw Expressway, #110w, Oklahoma City, OK 73112
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $171,836
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, LA, OK, TX

Financial Advisors at L & M Wealth Management And Retirement Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristan Bruhn, financial advisor Oklahoma City OK
Kristan R. Bruhn
CRD#: 5308787
2601 Nw Expressway, #110w, Oklahoma City, OK 73112

Kristan Bruhn (CRD# 5308787) is an Investment Advisor Representative working at L & M Wealth Management And Retirement Solutions, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.

2
Carol Lyons, financial advisor Oklahoma City OK
Carol E. Lyons
CRD#: 1565227
2601 Nw Expressway, Suite 110w, Oklahoma City, OK 73112

Carol Lyons (CRD# 1565227) is an Investment Advisor Representative working at L & M Wealth Management And Retirement Solutions, LLC in Oklahoma City, OK and has over 37 years of experience in the finance industry.

3
Jaycee Melton, financial advisor Oklahoma City OK
Jaycee Melton
CRD#: 1751603
2601 Nw Expressway Ste. 110w, Oklahoma City, OK 73112

Jaycee Melton (CRD# 1751603) is an Investment Advisor Representative working at L & M Wealth Management And Retirement Solutions, LLC in Oklahoma City, OK and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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