KB
KB

Kevin Brennan

21 Years of Experience
Hartland, MI
BrokerSells Insurance

Kevin Brennan is a registered investment advisor at Cetera Investment Advisers LLC, based in Hartland, MI, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Hartland, MI

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent selling fixed insurance products since 2010, dedicating nearly full-time hours to this. He is also the president of the Hartland Chamber of Commerce, spending minimal time on this role, and the owner of Brennan Services LLC DBA Michigan Financial Planning, a financial services business, dedicating full-time hours to this. Finally, Kevin is a loan originator for Staunton Financial DBA "Total Home Lending".

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2010 - June 2021 · 10 yrs 11 mos
Voya Financial Advisors, INC.Broker
March 2010 - June 2021 · 11 yrs 3 mos
Ameriprise Financial Services, INC.Broker
July 2004 - March 2010 · 5 yrs 8 mos
Ids Life Insurance CompanyBroker
July 2004 - July 2006 · 2 yrs
State Registrations15 states
CACTFLGAILINKYMEMINCOHSCTNTXUT
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.