Paul Brennan (CRD# 2190695) is an Investment Advisor Representative working at Lifeplan Wealth Management Group LLC in Branford, CT and has over 27 years of experience in the finance industry. Paul Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifeplan Wealth Management Group LLC | Branford, CT | Oct 2023 - Current | < 1 |
| Retired | Stratford, CT | Feb 2023 - Sep 2023 | < 1 |
| Nylife Securities LLC | Stratford, CT | Oct 2022 - Jan 2023 | < 1 |
| New York Life Insurance Company | Stratford, CT | Sep 2022 - Jan 2023 | < 1 |
| Retired | Stratford, CT | Apr 2021 - Sep 2022 | 1 |
| Mutual Of America Life Insurance Company | Tarrytown, NY | Jan 2009 - Mar 2021 | 12 |
| Mutual Of America Securities Corporation | Tarrytown, NY | Jan 2009 - Mar 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Selection of other advisers (including private fund managers)
CT
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