Kevin Patrick Brennan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2013 → 04/2018
  Hollbrook Insurance Agency
  Hartland, MI
• 09/2014 → 06/2021
  Voya Financial Advisors
  Hartland, MI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2013 → Present
  Brennan Services Llc Dba Michigan Financial Planning
  Hartland, MI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-07-09 → 2021-06-09
  Voya Financial Advisors, Inc.
  Howell, MI
  Marinette, WI
  Hartland, MI
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10234 Crouse Rd PO Box 496; HARTLAND; MI; 48353; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 3/9/2010; 160; 160; SALE OF FIXED INSURANCE PRODUCTS 2) NAME OF OTHER BUSINESS: HARTLAND CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 9525 E HIGHLAND RD HARTLAND, ME 48843; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: VICE CHAIR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: .1; BRIEF DESCRIPTION OF DUTIES: ORGANIZATIONAL GOVERNANCE AND LEADERSHIP, BOARD MEETINGS AND STRATEGIC PLANNING 3) NAME OF OTHER BUSINESS: BRENNAN SERVICES LLC DBA MICHIGAN FINANCIAL PLANNING; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2018, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: STAUNTON FINANCIAL: DBA "TOTAL HOME LENDING"; INVESTMENT RELATED: NO; ADDRESS: 25800 NORTHWESTERN HWY, SOUTHFIELD, MI 48075; NATURE OF BUSINESS: LOAN ORIGINATION; START DATE: 03/2021 POSITION/TITLE/RELATIONSHIP: LOAN ORIGINATOR; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: LOAN ORIGINATION INCLUDING PROGRAM RECOMMENDATIONS, LOAN SETUP AND FACILITATION BETWEEN THE BORROWER AND UNDERWRITING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-10
• S66 Uniform Combined State Law Examination
  2005-07-14