Brendan Willmann

Employer firm

Granada Wealth Management, LLC CRD 285812

$171M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2009 → 11/2016
  Lpl Financial, Llc
  Cincinnati, OH
• 11/2016 → Present
  Granada Wealth Management, Llc
  Davidson, NC

Previous Registrations

• 2009-01-26 → 2016-12-07
  Lpl Financial Llc
  Cincinnati, OH
  Charlotte, NC
  Cincinnati, OH
• 2000-12-04 → 2009-02-12
  Citigroup Global Markets Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

(1) 01/23/2009 - NON-VARIABLE INSURANCE - TERM LIFE - DISABILITY INSURANCE AGENT. DUTIES INCLUDE MEETING WITH CLIENTS, DETERMINING APPROPRIATE INSURANCE, OBTAINING QUOTES AND DELIVERING APPROPRIATE INSURANCE. - 2% OF TIME - ASHEVILLE, NC. (2) 2/5/2013: TAX PREP/ACCOUNTING/BOOKKEEPING - GRANADA TAX - TAX PREPARATION AND CLIENT REPRESENTATION BEFORE THE IRS. - TIME SPENT 5%

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-19
• S63 Uniform Securities Agent State Law Examination
  2000-10-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Brendan Neal Willmann
• Brendan N Willmann