Brennan Wealth Advisors, LLC

Brennan Wealth Advisors, LLC (CRD# 153001) is a financial advisory firm headquartered in Dallas, TX. They manage $24,000,000 in 252 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $95,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, TX

Financial Advisors at Brennan Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jacqueline L. Schlup
CRD#: 6142807
15455 Dallas Pkwy, Suite 1325, Dallas, TX 75001
96
Wealthminder
score

Jacqueline Schlup (CRD# 6142807) is an Investment Advisor Representative working at Brennan Wealth Advisors, LLC in Dallas, TX and has over 5 years of experience in the finance industry. Jacqueline Schlup has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mary H. Kloesel
CRD#: 4257863
14785 Preston Road, Suite 780, Dallas, TX 75240
93
Wealthminder
score

Mary Kloesel (CRD# 4257863) is an Investment Advisor Representative working at Brennan Wealth Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry.

3
Michelle B. Hall
CRD#: 1961231
14785 Preston Rd, St 780, Dallas, TX 75240
83
Wealthminder
score

Michelle Hall (CRD# 1961231) is an Investment Advisor Representative working at Brennan Wealth Advisors, LLC in Dallas, TX and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.