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Brennan Krengel

Secure Asset Management, L.L.C.
18 Years of Experience
Troy, MI
2 Disclosures
View SEC Summary
View SEC Summary

Brennan Krengel is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 18 years of industry experience. Brennan 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 2,877 clients with $870M in assets under management.

Secure Asset Management, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,877 clients
Average Client Portfolio
$303K average
Assets Under Management
$870.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2565 West Maple Rd, Troy, MI, 48084

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Settled
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brennan uses Flagstar Wealth Services as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
December 2025 - Present · 10 mos
Previous Registrations
LPL Financial LLC
February 2024 - December 2025 · 1 yr 10 mos
LPL Financial LLCBroker
February 2024 - December 2025 · 1 yr 10 mos
Osaic Institutions, INC.
December 2020 - February 2024 · 3 yrs 2 mos
Osaic Institutions, INC.Broker
December 2020 - February 2024 · 3 yrs 2 mos
Cetera Investment Services LLCBroker
April 2020 - November 2020 · 7 mos
Cetera Investment Advisers LLC
April 2020 - November 2020 · 7 mos
Comerica Securities
June 2015 - March 2020 · 4 yrs 9 mos
Comerica SecuritiesBroker
June 2015 - March 2020 · 4 yrs 9 mos
Osiwala & Associates Strategic Investment Services, INC
February 2014 - February 2015 · 1 yr
National Planning Corporation ("npc of America" in Fl & Ny)
October 2013 - March 2015 · 1 yr 5 mos
National Planning CorporationBroker
May 2013 - March 2015 · 1 yr 10 mos
The Leaders Group, INC.Broker
March 2011 - January 2012 · 10 mos
Transamerica Capital, INC.Broker
November 2008 - March 2009 · 4 mos
Chase Investment Services CORP.Broker
July 2007 - October 2008 · 1 yr 3 mos
Chase Investment Services CORP.
July 2007 - October 2008 · 1 yr 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - July 2006 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - July 2006 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
April 2003 - May 2003 · 1 mo
Ids Life Insurance CompanyBroker
April 2003 - May 2003 · 1 mo
State Registrations1 state
MI
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.
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