Brendan NoonanCRD 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 6 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Securian Financial Services Inc.||St. Paul, MN||Oct 2012 - Current||5|
|Minnesota Life||St. Paul, MN||Oct 2012 - Current||5|
|Sgc Financial||San Mateo, CA||Oct 2012 - Current||5|
|Noonan Financial, LLC||San Ramon, CA||Nov 2010 - Current||7|
|San Ramon High School||Danville, CA||Nov 2012 - Jul 2016||3|
|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|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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