BH
BH

Brendan William Halleron

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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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

Brendan works full-time as an operations analyst at Affiance Financial. He is also a direct owner of Wolfman Worldwide LLC, the holding company for his membership interest in Affiance Financial, dedicating minimal time to this. Additionally, Brendan is a board member of Achieving Cures Together, a non-profit, spending minimal time on this role.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 7 mos
Affiance Financial LLC
March 2019 - Present · 6 yrs 11 mos
Private Client Services, LLCBroker
April 2018 - Present · 7 yrs 10 mos
State Registrations5 states
CAGAILMNNV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brendan William Halleron - Financial Advisor | TrueAdvisor