KB
KB
Kris Brenneman
38 Years of Experience
Uniontown, OH
2 DisclosuresBroker
Kris Brenneman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Uniontown, OH, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1575 Corporate Woods Pkwy., Uniontown, OH, 44685
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2003Settled
Customer Dispute
December 1999Closed-No Action
Other Business Activities
Kris owns and operates rental properties, dedicating minimal time to this activity. Kris also provides investment guidance and advice to clients through The Brenneman Group.
Employment History
Current Registrations
Raymond James Financial Services, INC.
August 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
August 2013 - August 2023 · 10 yrs
Morgan StanleyBroker
August 2013 - August 2023 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1989 - August 2013 · 23 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1987 - August 2013 · 26 yrs 4 mos
State Registrations32 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.