Kevin Brennan, financial advisor Hartland MI

Kevin Brennan

CRD Number: 4806812
Current Firm: Cetera Investment Advisers LLC

Kevin Brennan (CRD# 4806812) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hartland, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Brennan Services Llc Dba Michigan Financial Planning Hartland, MI Apr 2013 - Current 10
Voya Financial Advisors Hartland, MI Sep 2014 - Jun 2021 6
Hollbrook Insurance Agency Hartland, MI Jul 2013 - Apr 2018 4
Ing Financial Partners Fenton, MI Mar 2010 - Sep 2014 4
Star Mortgage Fenton, MI May 2012 - May 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Kevin P. Brennan
Phone Number: 888-528-2987
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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