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Tiana Kaylyn Brenneise

Ocean Park Asset Management, Inc.

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About Tiana Kaylyn Brenneise

Tiana Brenneise is an Investment Advisor Representative registered in the state of California. Tiana has been in the industry since September 2014 and currently holds Series 6, Series 63, Series 65, and SIE licenses. Tiana's current registrations are with Ocean Park Asset Management, Inc. and Ocean Park Asset Management, LLC. Tiana also has prior experience with AIG Capital Services, Inc., Wright Fund Management, LLC, and Northern Lights Distributors, LLC. Tiana specializes in providing portfolio management services to individuals.

Firm Information

Tiana Brenneise is currently registered with Ocean Park Asset Management, Inc.. Ocean Park Asset Management, Inc. is an investment advisor registered with the SEC and located in Santa Monica, California. The firm manages approximately $146,810,142 in assets for 609 accounts. Ocean Park specializes in portfolio management for individuals and provides advisory services for charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. They also offer wrap fee programs.
Ocean Park Asset Management, Inc.

3420 OCEAN PARK BLVD

SANTA MONICA, CA 90405

$146.81M

Assets Under Management

17

Total Clients

4

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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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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percentage of assets

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

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Tiana Brenneise’s Registration & Firm History

CA

01/26/2024 - Present

Ocean Park Asset Management, Inc. (SANTA MONICA CA)

CA

08/08/2014 - 09/15/2016

AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 01/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiana Kaylyn Brenneise.
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