A complete list of active advisors currently associated with L & M Wealth Management and Retirement Solutions, LLC

Warmer can help you find a great advisor at L & M Wealth Management and Retirement Solutions, LLC or one who fits your needs even better.

The firm provides discretionary asset management to individual and high-net-worth clients, delivering tailored portfolios that may include individual stocks and bonds, ETFs, options, mutual funds and certain private investments. It reports approximately $67.2 million in regulatory assets under management and emphasizes continuous supervision with at least quarterly portfolio reviews and periodic rebalancing. Its investment process combines fundamental and technical methods (including charting and cyclical analysis) and uses both long- and short-term strategies, with allocations customized to each client’s risk profile and time horizon. The firm also permits margin/borrowed-money transactions in managed accounts, acknowledging the specific risks and interest costs associated with borrowing in separate managed accounts. Distinctive features include acting as a wrap-fee program sponsor and an explicit transition of wrap accounts to non-wrap asset management, a structure less common among peers. The firm also discloses a recent ownership restructuring (April 2026) and that its representatives maintain insurance licenses and conduct a modest amount of insurance-related activity as an ancillary service.

To learn more about the advisors currently working at L & M Wealth Management and Retirement Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kristan Bruhn	Oklahoma City, OK	10
Carol Lyons	Oklahoma City, OK	35

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