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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

3,118

Across 856 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 with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1996. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a private investigations and financial services firm. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and access to a broad range of financial products.

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

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

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

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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 at LPL Financial with 29 years of industry experience, including 25 years at LPL Financial. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved with First United Investment Services, a business that offers fixed annuities and life insurance contracts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)

Lacee R

Series 66

Holdenville, OK

Edward Jones

Lacee Rollins is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020 and has six years of industry experience. Prior to joining Edward Jones, she held positions at Epic Charter Schools, Holdenville Public Schools, Threads Sports Apparel, and Boscoe Joe's. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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
user avatar

Mason A

Series 66

Seminole, OK

Edward Jones

Mason Adams is a financial advisor at Edward Jones in Seminole, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Terracon Consultants Inc and was involved with Origins Wine Bar & Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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

Brian G

CFP®, Series 66

Seminole, OK

Edward Jones

Brian Geist is a financial advisor with Edward Jones in Seminole, OK, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of financial advising, Geist is a partner and 25% owner of Drip Coffee Co, a local retail coffee business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and offers a range of advisory programs and investment options under a fiduciary standard.

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