Brendan Noonan, financial advisor San Ramon CA
90 score

Brendan Noonan

CRD Number: 5975399
Current Firm: Securian Financial Services, Inc.

Brendan Noonan (CRD# 5975399) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Ramon, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
San Ramon High School Danville, CA Nov 2012 - Current 4
Securian Financial Services Inc. St. Paul, MN Oct 2012 - Current 4
Minnesota Life St. Paul, MN Oct 2012 - Current 4
Sgc Financial San Mateo, CA Oct 2012 - Current 4
Noonan Financial, LLC San Ramon, CA Nov 2010 - Current 6
Mml Investors Services Walnut Creek, CA Oct 2011 - Oct 2012 1
Mass Mutual Life Insurance Company Walnut Creek, CA Jul 2011 - Oct 2012 1
Acctuall, Inc. San Jose, CA Jun 2010 - Nov 2010 < 1
Armanino Mckenna, LLP San Ramon, CA Sep 2008 - Jun 2010 1
St. Mary's College Of California Moraga, CA Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Brendan R. Noonan
Phone Number: 651-665-5609
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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