Kelly Brennan, financial advisor Mission Viejo CA
96 score

Kelly Brennan

CRD 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 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Mission Viejo,, CA Mar 2011 - Current 5
State Farm Vp Management Corp. Mission Viejo, CA Mar 1998 - Current 18
Kelly Brennan Insurance Agency Mission Viejo, CA May 1987 - Current 29
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
Contact Info for Kelly C. Brennan
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
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 investment companies (as well as "business development companies")
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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