Brennan Brown, financial advisor Muncie IN
88 score

Brennan Brown

CRD Number: 6385478
Current Firm: Cetera Investment Advisers LLC

Brennan Brown (CRD# 6385478) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Muncie, IN Oct 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Aug 2014 - Current 2
First Merchants Trust Co Na Muncie, IN Jul 2014 - Current 2
First Merchants Bank Daleville, IN Jul 2013 - Jul 2014 1
Iu Health Ball Memorial Muncie, IN Jun 2013 - Jul 2013 < 1
Unemployed Bloomington, IN Mar 2013 - May 2013 < 1
Mcallister's Deli Bloomington, IN Jul 2011 - Mar 2013 1
Unemployed Bloomington, IN Aug 2004 - Jul 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Brennan A. Brown
Phone Number: 888-528-2987
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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