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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth Advisors
| 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 |
- KS
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts667ACCOUNTS
-
Average Account Value$176,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, KS, MO, NE, NY, OK, TX, UT
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