Brennan Kurtela is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Woodside, CA, with 10 years of industry experience. Brennan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2925 Woodside Rd, Woodside, CA, 94062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brennan operates under Stanford Federal Investment Services as a DBA for LPL business since 2015. Since May 2023, Brennan also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Mariner Advisor Network
Pfg Advisors
LPL Financial LLC
LPL Financial LLCBroker
State Registrations25 states
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
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