Valerie Brennan, financial advisor Indianapolis IN
93 score

Valerie Brennan

CRD Number: 3156911
Current Firm: Somerset Cpas, P.c.

Valerie Brennan (CRD# 3156911) is an Investment Advisor Representative working at Somerset Cpas, P.c. in Indianapolis, IN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Wolfrum And Company, LLC Indianapolis, IN Jan 2018 - Current < 1
Huntleigh Securities Corporation Indianapolis, IN Jan 2018 - Current < 1
Somerset Cpa's, P.c. Indianapolis, IN Oct 2004 - Current 13
Noyes Advisors LLC Chicago, IL Aug 2015 - Dec 2017 2
David A. Noyes & Company Indianapolis, IN Oct 2014 - Dec 2017 3
Transamerica Financial Advisors, Inc. Indianapolis, IN Sep 2009 - Oct 2014 5
Intersecurities, Inc. Indianapolis, IN Jan 2002 - Sep 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Valerie K. Brennan
Phone Number: 317.472.2200
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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