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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brennan is a financial advisor with over 18 years of experience in the industry. Kevin is registered with Cetera Investment Advisers LLC and provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Kevin has worked with a range of clients, including individuals, families, businesses, and charitable organizations. Kevin Brennan has passed Series 7, Series 65, and Series 66 exams. Kevin Brennan is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
HARTLAND, MI
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.
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MI
02/02/2024 - Present
Cetera Investment Advisers LLC (HARTLAND MI)
MI
03/24/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HARTLAND MI)
MI
07/27/2004 - 03/25/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BRIGHTON MI)
MN
07/27/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 6/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 7/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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