Kelly Brennan, financial advisor Mission Viejo CA

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 23 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Mission Viejo CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Mission Viejo CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Mission Viejo CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Mission Viejo, CA Aug 2018 - Current 5
State Farm Vp Management Corp. Mission Viejo, CA Mar 1998 - Current 26
Kelly Brennan Insurance Agency Mission Viejo, CA May 1987 - Current 36
State Farm Investment Management Corp. Mission Viejo,, CA Mar 2011 - Mar 2017 6
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
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.