Brian Greenwell, financial advisor Owensboro KY

Brian Greenwell

CRD Number: 4990984
Current Firm: Greenwell Capital Management, LLC

Brian Greenwell (CRD# 4990984) is an Investment Advisor Representative working at Greenwell Capital Management, LLC in Owensboro, KY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Greenwell Capital Management, LLC Owensboro, KY Jan 2017 - Current 7
The Oak Ridge Financial Services Group, Inc. Golden Valley, MN Apr 2016 - Dec 2016 < 1
The Oak Ridge Financial Services Group, Inc. Golden Valley, MN Oct 2011 - Dec 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Brian P. Greenwell
Phone Number: 612-719-8443
Registered State(s):
  • FL
  • KY
Current Firm Details
Greenwell Capital Management, LLC
Firm's CRD Number: 285786
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $97,488
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, KY

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