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Brenda Kay Flanagan

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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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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Other Business Activities

Brenda is a member of SS&C Real Estate LLC and BeeGee, LLC, both real estate ventures, and trustee of SS&C Business & Tax Services, Inc. ESOP. She is also the President of Summers, Spencer & Company, P.A. (a CPA firm, full-time) and CFO of SS&C Solutions, Inc. (a CPA firm, about a quarter of her time).

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2020 · 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2020 · 11 mos
1st Global Advisors INC
October 2008 - October 2019 · 11 yrs
1st Global Capital CORP.Broker
October 2008 - October 2019 · 11 yrs
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Brenda Kay Flanagan - Financial Advisor | TrueAdvisor