Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Cade Thornton is a financial advisor with OneDigital Investment Advisors. Brennan has been in the financial services industry since 2019 and has a broad range of experience. Brennan holds Series 7, Series 66, and Series 24 licenses. Brennan previously worked at OSAIC WEALTH, INC. in St. Louis, MO and has experience working in both the Investment Advisor and Broker-Dealer industries. Brennan provides financial planning and investment management services to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
04/02/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MO
05/12/2020 - 03/20/2024
OSAIC WEALTH, INC. (ST. LOUIS MO)
BOTH
Issued 07/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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