Brenda Alicia Bennett

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2010 → 02/2020
  The Huntington Investment Company
  Columbus, OH
• 02/2020 → 05/2023
  Hutchinson, Shockey, Erley & Co.
  Chicago, IL
• 06/2020 → Present
  Brenda Bennett Llc (D.b.a. Sixth & Logos)
  Delaware, OH
• 04/2024 → Present
  Ubs Financial Services, Inc.
  New Albany, OH

Previous Registrations

• 2017-07-19 → 2020-03-06
  The Huntington Investment Company
  Columbus, OH
  Columbus, OH
• 2008-06-20 → 2009-10-09
  Wells Fargo Clearing Services, Llc
  Columbus, OH
  Columbus, OH

Other Businesses

Brenda Bennet LLC (dba Sovren Being); Delaware, Ohio 43015; Sole proprietorship; Services (Business, Professional, Support); Life coaching for individuals approaching changes in their life (midlife, retirement, job changes, etc.); Proprietor / owner; Coaching clients and general business office activities (tax filing, client management, advertising, etc); Start date: 7/16/2020

Exams

• S66 Uniform Combined State Law Examination
  2024-03-16

Designations

• Certified Financial Planner

Other Names

• Brenda Alicia Czajkowski
• Brenda Alicia Czajkowski
• Brenda Alicia Henzel
• Brenda A Henzel
• Brenda A Stevenson
• Brenda Alicia Stevenson