Kelly BrennanCRD Number: 3058981
Current Firm: State Farm Investment Management Corp.
Kelly Brennan (CRD# 3058981) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mission Viejo, CA and has over 17 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|State Farm Investment Management Corp||Mission Viejo,, CA||Mar 2011 - Current||6|
|State Farm Vp Management Corp.||Mission Viejo, CA||Mar 1998 - Current||19|
|Kelly Brennan Insurance Agency||Mission Viejo, CA||May 1987 - Current||30|
|State Farm Investment Management Corp||Mission Viejo, CA||Aug 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV