Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Andrew Brennan is a financial advisor with over 13 years of experience in the financial services industry. Brett is currently registered with Osaic Wealth, Inc. in Missouri and Texas, and is also a registered Investment Advisor. Brett has a strong background in financial planning, portfolio management, and retirement planning. Brett holds the Series 6, 7, and 66 licenses as well as the SIE. Brett is also a Certified Financial Planner™ professional. Previously, Brett worked at Woodbury Financial Services, Inc. and National Planning Corporation.
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.
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.
1
2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (LEE'S SUMMIT MO)
MO
10/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LEE'S SUMMIT MO)
MO
06/27/2011 - 10/27/2017
NATIONAL PLANNING CORPORATION (INDEPENDENCE MO)
BOTH
Issued 10/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Brennan is the right advisor for you? Invested Better is here to help.
