Brendan Tully is a CFA, CFP-designated registered investment advisor, based in Plymouth, MN, with 22 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
December 2025 - Present · 9 mos
Wealth Enhancement Advisory Services, LLC
December 2025 - Present · 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
December 2025 - Present · 9 mos
Previous Registrations
Strategic Wealth Management Group
April 2022 - January 2025 · 2 yrs 9 mos
Touchstone Securities, INC.Broker
September 2018 - May 2022 · 3 yrs 8 mos
Touchstone Advisors INC
September 2018 - May 2022 · 3 yrs 8 mos
Hartford Funds Management Company, LLC
January 2015 - January 2018 · 3 yrs
Hartford Funds Management Company, LLC
December 2014 - December 2014 · 0 mos
Hartford Funds Distributors, LLCBroker
December 2014 - January 2018 · 3 yrs 1 mo
Ridgeworth Distributors LLCBroker
March 2014 - December 2014 · 9 mos
Eagle Fund Distributors, INC.Broker
June 2010 - March 2014 · 3 yrs 9 mos
Clearbridge Advisors, LLC
December 2005 - June 2010 · 4 yrs 6 mos
Legg Mason Investor Services, LLCBroker
December 2005 - June 2010 · 4 yrs 6 mos
Citigroup Global Markets INC.
March 2005 - December 2005 · 9 mos
Citigroup Global Markets INC.Broker
December 2004 - December 2005 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
November 2002 - November 2004 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2002 - November 2004 · 2 yrs
E*trade Securities LLCBroker
July 2001 - November 2002 · 1 yr 4 mos
State Registrations1 state
NY
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.