Michelle Brennan Hall

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1989 → 05/2023
  Fsc Securities Corporation
  Dallas, TX
• 02/2010 → Present
  Brennan Wealth Advisors, Llc
  Dallas, TX
• 10/2009 → 05/2023
  Fsc Securities Corporation
  Dallas, TX
• 05/2023 → Present
  Lpl Financial Llc
  Frisco, TX

Previous Registrations

• 2010-05-13 → 2023-08-21
  Brennan Wealth Advisors, Llc
  Dallas, TX
  Frisco, TX
• 2010-01-07 → 2016-04-26
  Fsc Securities Corporation
  Addison, TX
  Dallas, TX
  Dallas, TX
  Frisco, TX

Other Businesses

1) 4/2023 - Brennan Wealth Advisors L.L.C - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 Hrs per month 2) 4/2023 - Michelle Brennan Hall / Non-Variable Insurance / Investment Related / Frisco TX / Start date 05/03/2023 - 6 Hrs per month 3) 4/2023 - Michelle Brennan Hall / Notary / Investment Related / Frisco TX / Start date - 06/10/1994 4) 05/22/2023 - Brennan Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 09/01/2009 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 0% - I provide investment advisory services through Brennan Wealth Advisors, an independent investment advisor firm. I started this business activity in 09/2009. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 12/17/2024 - Other - Author - Not Investment Related - At Reported Business Location(s) - Start Date 05/03/2024 - 10 Hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-04
• S63 Uniform Securities Agent State Law Examination
  1989-08-14

Other Names

• Donna Michele Brennan
• D Michelle Brennan Hall