Thomas Brenner, financial advisor Solana Beach CA

Thomas Brenner

CRD Number: 4458594
Current Firm: Dlk Investment Management
Compensation Model: Both

 

 

Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.

 

 

 

I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis.  My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.  

 

 

CONTACT
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Company Name Location Dates Years
Dlk Investment Management Solana Beach, CA Feb 2019 - Current 5
Nautilus Advisors LLC San Diego, CA Sep 2010 - Apr 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Thomas Brenner
By the Numbers
  • Total Assets Under Management
    292
    MILLIONS
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $306,034
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NV, TX, WA

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