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Brandon Lee Ingerson

Advisor at OSAIC — Elgin, OK

Updated today

Credentials

Series 66

Experience

8 years

Location

Elgin, OK

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Brandon Ingerson is a financial advisor with OSAIC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Woodbury Financial Services, National Asset Management, National Securities Corp, and Wfg Investments. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Elgin, OK

Elgin OK

Advisors at this office

1

Most active in

Oklahoma

Work history

8 years of industry experience

OSAIC

2024 - Present • 2 years

Lawton, OK

Woodbury Financial Services inc

2022 - 2024 • 2 years

Lawton, OK

National Asset Management

2019 - 2022 • 3 years

Lawton, OK

National Securities Corp

2018 - 2022 • 4 years

Lawton, OK

National Securities Corp

2017 - 2018 • 1 year

Lawton, OK

Wfg Investments, Inc

2016 - 2017 • 1 year

Lawton, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John M

Series 65

Lawton, OK

Invictus Investment Advisors

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, Oklahoma, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including consulting and economic development at the Lawton Fort Sill Chamber of Commerce. Montgomery also maintains separate consulting engagements alongside his advisory practice. Invictus Investment Advisors provides discretionary investment management and financial planning to both individual and institutional clients, including employer-sponsored retirement plans. The firm employs primarily passive investment strategies based on Modern Portfolio Theory and offers employee benefit plan advisory services, maintaining discretionary authority and conducting regular portfolio reviews.

Passive / index investing
user avatar

Marquise H

Series 66

Lawton, OK

Arvest Wealth management

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Wade M

Series 66

Lawton, OK

First Command Advisory Services

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history with MSC Industrial Supply Co and Super Supplements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Anna Kay H

Series 66

Lawton, OK

First Command Advisory Services

Anna Kay Hamilton is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and serves as Treasurer on the board of the Air Defense Association. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Savannah C

Series 66

Lawton, OK

First Command Advisory Services

Savannah Coltrain is a Series 66 licensed financial advisor at First Command Advisory Services with three years of industry experience. Her prior roles include positions at New Oklahoma Investments and various service and hospitality businesses. She has also been involved with Backporch Drafthouse and Mike's Sports Grille. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centralized portfolio management and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Henry E

Series 63, Series 65

Lawton, OK

First Command Advisory Services

Henry Evans III is a financial advisor at First Command Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 1993. Outside of his advisory role, he is president of Henry C Evans III, Enterprises, LLC, an entity used for financial and tax purposes related to his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers and model portfolios for clients.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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