Brennan Brown (CRD# 6385478) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncie, IN and has over 9 years of experience in the finance industry.
CRD# 2756288
Edward Jones
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Muncie, IN | Oct 2014 - Current | 9 |
| Cetera Investment Services LLC | St. Cloud, MN | Aug 2014 - Current | 9 |
| First Merchants Trust Co Na | Muncie, IN | Jul 2014 - Current | 9 |
| First Merchants Bank | Daleville, IN | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- IN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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