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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| 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 |
- AZ
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts258ACCOUNTS
-
Average Account Value$214,483
- A percentage of assets under your management
- 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
AZ, CA, IL, KY, LA, MN, NC, OH, TX
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