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Brennan Bennett

15 Years of Experience
Battle Creek, MI
Broker

Brennan Bennett is a registered investment advisor at Raymond James & Associates, INC., based in Battle Creek, MI, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3200 Capital Ave SW, Suite B, Battle Creek, MI, 49015

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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

Brennan is a partner in Shock and Awe Fireworks, a seasonal business, and helps set the company's direction. He dedicates minimal time to this business and receives no compensation.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2012 - Present · 13 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2012 - Present · 14 yrs
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
October 2010 - June 2012 · 1 yr 8 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
August 2010 - June 2012 · 1 yr 10 mos
State Registrations28 states
AZCACOCTFLGAHIIDILINKYMDMIMNMONCNJNVNYOHOKSCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.