TB
TB

Timothy Brennan

36 Years of Experience

Timothy Brennan is a registered investment advisor at Hynes Advisory Group LLC, based in St Louis, MO, with 36 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 86 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
86 clients
Average Client Portfolio
$149K average
Assets Under Management
$12.8M

Fee Structure

As an investment advisor, Hynes Advisory Group manages client accounts for a percentage of the value of your portfolio. The annual fee ranges from 0.5% to 2.0%, depending on the size and complexity of the account. This fee is based on the value of your account on the first day of each quarter and is paid quarterly in advance. If you end the relationship, any prepaid fees will be refunded on a pro-rated basis.

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Location

9920 Watson Road, Suite 107, St Louis, MO, 63126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Hynes Advisory Group LLC
June 2019 - Present · 6 yrs 10 mos
Previous Registrations
Ceros Financial Services, INC.Broker
November 2017 - June 2019 · 1 yr 7 mos
Flexible Plan Investments LTD
November 2017 - March 2019 · 1 yr 4 mos
PNC InvestmentsBroker
April 2014 - November 2015 · 1 yr 7 mos
PNC Investments
April 2014 - November 2015 · 1 yr 7 mos
U.S. Bancorp Investments, INC.
February 2011 - April 2014 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
February 2011 - April 2014 · 3 yrs 2 mos
Ausdal Financial Partners, INC.
October 2010 - February 2011 · 4 mos
Ausdal Financial Partners, INC.Broker
December 2009 - February 2011 · 1 yr 2 mos
AXA Distributors, LLCBroker
February 2006 - November 2009 · 3 yrs 9 mos
Pacific Select Distributors, INC.Broker
August 1998 - February 2006 · 7 yrs 6 mos
Bisys Fund Services Limited PartnershipBroker
December 1997 - August 1998 · 8 mos
Mercantile Investment Services, INC.Broker
July 1997 - September 1997 · 2 mos
Corelink Financial, INC.Broker
September 1995 - July 1997 · 1 yr 10 mos
Tri-Merica Securities CorporationBroker
July 1991 - September 1995 · 4 yrs 2 mos
CUNA Brokerage Services, INC.Broker
January 1991 - June 1991 · 5 mos
Century Investors of America, INC.Broker
June 1990 - December 1990 · 6 mos
American Express Financial Advisors INC.Broker
October 1987 - June 1990 · 2 yrs 8 mos
State Registrations1 state
MO
Advisor

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.