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Thomas Scott Brenner

DLK Investment Management, LLC

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About Thomas Scott Brenner

Thomas Brenner is a registered Investment Advisor Representative. Thomas has been in the industry since 2002. Thomas Brenner works for DLK Investment Management, LLC. DLK Investment Management, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC) and is subject to regulation by the SEC. DLK Investment Management, LLC has been in business since 2013. Thomas Brenner is licensed in California and Texas.

Firm Information

Thomas Brenner is currently registered with DLK Investment Management, LLC. DLK Investment Management, LLC is an investment advisor based in Solana Beach, CA. The firm manages approximately $348 million in assets and provides financial planning, educational seminars, and portfolio management services for individuals, businesses, charitable organizations, and pension plans.
DLK Investment Management, LLC

SUITE 200

SOLANA BEACH, CA 92075

$348.27M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Brenner’s Registration & Firm History

CA

03/26/2019 - Present

DLK Investment Management, LLC (SOLANA BEACH CA)

CA

01/23/2002 - 09/09/2010

NEW ENGLAND SECURITIES (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Scott Brenner.
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