Patrick Brennan (CRD# 5303575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winthrop, ME and has over 17 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 5332031
J.m. Arbour, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Winthrop, ME | Jan 2024 - Current | < 1 |
| Brennan Insurance | Winthrop, ME | Jun 1996 - Current | 27 |
| Woodbury Financial Services, Inc. | Woodbury, MN | Mar 2007 - Jan 2024 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- CT
- FL
- ME
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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