Brennen NewtonCRD 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
|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|
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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