Brennen Newton, financial advisor Lenexa KS

Brennen Newton

CRD Number: 6068327
Current Firm: Owlfi

Brennen Newton (CRD# 6068327) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Owlfi, LLC Lenexa, KS Jan 2022 - Current 1
Woodbury Financial Services Inc. Overland Park, KS Aug 2017 - Dec 2021 4
Omada Financial Overland Park, KS Jan 2017 - Aug 2017 < 1
Principal Life Insurance Company Overland Park, KS Jun 2015 - Aug 2017 2
Princor Financial Services Corporation Overland Park, KS Jun 2015 - Aug 2017 2
American Exteriors LLC Grimes, IA Dec 2014 - Jun 2015 < 1
Boston Financial Lawrence, KS Mar 2013 - Dec 2014 1
College-university Of Kansas Lawrence, KS Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Brennen S. Newton
Phone Number: 913-441-8380
Firm Website:
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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