Unclaimed
Brennan Vincent Krengel is a financial advisor with LPL Financial LLC, where Brennan has been registered since February 1, 2024. Prior to joining LPL Financial LLC, Brennan was registered with OSAIC INSTITUTIONS, INC., CETERA INVESTMENT SERVICES LLC, COMERICA SECURITIES, NATIONAL PLANNING CORPORATION, THE LEADERS GROUP, INC., TRANSAMERICA CAPITAL, INC., CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Brennan has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/01/2024 - Present
LPL Financial LLC (GROSS POINTE WOODS MI)
MI
12/07/2020 - 02/01/2024
OSAIC INSTITUTIONS, INC. (St. Clair Shores MI)
MI
04/09/2020 - 11/23/2020
CETERA INVESTMENT SERVICES LLC (TROY MI)
MI
06/01/2015 - 03/12/2020
COMERICA SECURITIES (GROSSE POINTE WOODS MI)
MI
05/20/2013 - 03/09/2015
NATIONAL PLANNING CORPORATION (Troy MI)
CO
03/03/2011 - 01/27/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
11/21/2008 - 03/09/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MI
07/13/2007 - 10/30/2008
CHASE INVESTMENT SERVICES CORP. (BIRMINGHAM MI)
MI
10/08/2003 - 07/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MN
04/14/2003 - 05/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/14/2003 - 05/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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