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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brennan is a financial advisor with over 10 years of experience. Michael has been with MAI Capital Management, LLC since June 2019. Prior to joining MAI Capital, Michael worked at Wayne Hummer Investments L.L.C. in Chicago, Illinois. Michael is a Certified Financial Planner® professional and holds the Series 66, Series 7 and SIE licenses. Michael focuses on providing financial planning, investment management, and portfolio management services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
OH
07/09/2019 - Present
MAI Capital Management, LLC (CINCINNATI OH)
IL
08/22/2007 - 05/20/2016
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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