TB
TB

Timothy James Brennan

35 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
86 clients
Average Client Portfolio
$149K average
Assets Under Management
$12.8M

Fee Structure

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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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hynes Advisory Group LLC
June 2019 - Present · 6 yrs 8 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
Exams
No exam information available for this advisor.