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Bryan Nelson Johnson

Advisor at LPL Enterprise — Holdenville, OK

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Holdenville, OK

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 872 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Bryan Johnson is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a private investigations and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Holdenville, OK

Holdenville OK

Advisors at this office

1

Most active in

Colorado · Oklahoma

Work history

30 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Colorado Springs, CO

Prudential Insurance Company of America

1996 - Present • 30 years

Colorado Springs, CO

Pruco Securities, LLC.

1996 - 2024 • 28 years

Colorado Springs, CO

Disclosures

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

Business activities & affiliations

Brian G

CFP®, Series 66

Seminole, OK

&PARTNERS

Brian Geist is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He is currently with &PARTNERS and previously spent 16 years at Edward Jones. Outside of advising, Geist is a partner in Drip Coffee Co, a local coffee shop in Seminole, OK, and holds financial interests in several business ventures including management operations of a municipal golf course. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary management, utilizing a variety of analytical methods and proprietary strategies.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
user avatar

Mitchell E

Series 66

Seminole, OK

Edward Jones

Mitchell Enos is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for 15 years. In addition to his advisory work, he serves as an adjunct instructor and subject matter expert in finance at Seminole State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Deriek P

Series 63, Series 66

Seminole, OK

LPL Financial

Deriek Patterson is a financial advisor with LPL Financial in Seminole, Oklahoma, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he operates a non-variable insurance business involving fixed annuities and life insurance contracts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Lacee R

Series 66

Holdenville, OK

Edward Jones

Lacee Rollins is a Series 66-licensed financial advisor with Edward Jones, based in Holdenville, OK, and has six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Epic Charter Schools, Holdenville Public Schools, and Threads Sports Apparel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net-worth and high‑net-worth households. The firm offers a range of advisory and investment management solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Mason A

Series 66

Seminole, OK

Edward Jones

Mason Adams is a financial advisor with Edward Jones in Seminole, OK, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones, he worked in several roles including two years at Origins Wine Bar & Pizza and five years at Terracon Consultants Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Krystin L

Series 66

Wewoka, OK

Edward Jones

Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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