Kellen Brewer, financial advisor Tempe AZ

Kellen Brewer

CRD Number: 7515636
Current Firm: Optima Capital Management

Kellen Brewer (CRD# 7515636) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Microchip Technology Boston, MA Sep 2022 - Current 1
Optima Capital Management Tempe, AZ Jul 2020 - Current 3
Instacart Scottsdale, AZ Mar 2022 - Jun 2022 < 1
Arizona State University Tempe, AZ Aug 2017 - Dec 2021 4
Kokopelli Golf Club Gilbert, AZ Jun 2021 - Sep 2021 < 1
Toca Madera Scottsdale, AZ Oct 2020 - Dec 2020 < 1
Sushi 101 LLC Tempe, AZ May 2019 - Mar 2020 < 1
Zen Asian Fusion Restaurant Danbury, CT Feb 2017 - Jan 2020 2
Gnc Nutrition Danbury, CT Feb 2019 - Apr 2019 < 1
Agriventures Agway Danbury, CT Mar 2016 - Aug 2018 2
Ridgefield Basketball Association Ridgefield, CT Dec 2016 - Mar 2018 1
Empire Szechuan Ridgefield, CT Feb 2016 - Aug 2017 1
Ridgefield High School Ridgefield, CT Aug 2014 - Jun 2017 2
Cooper Ponds, LLC Danbury, CT May 2015 - Sep 2015 < 1
Scotts Ridge Middle School Ridgefield, CT Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Kellen Brewer
Phone Number: 480-757-9052
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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