Mary Hunley Kloesel

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

• 08/2000 → 05/2023
  Fsc Securities Corporation
  Dallas, TX
• 01/2011 → Present
  Brennan Wealth Advisors, Llc
  Dallas, TX
• 05/2023 → Present
  Lpl Financial
  Frisco, TX

Previous Registrations

• 2011-02-15 → 2023-08-22
  Brennan Wealth Advisors, Llc
  Dallas, TX
  Frisco, TX
• 2010-04-16 → 2010-12-31
  Fsc Securities Corporation
  Addison, TX
  Dallas, TX
  Dallas, TX
  Frisco, TX

Other Businesses

1)04/2023 - Brennan Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2010 - 160 Hr/Mth 2)04/2023 - Notary - State of Texas - Non-Inv Rel - Start: 12/2022 - 1 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2010-04-05
• S63 Uniform Securities Agent State Law Examination
  2002-03-11