Darren Craig Brennan

Employer firm

Lakeshore Financial Planning Inc. CRD 299129

$469M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2014 → 12/2016
  Mercer Global Advisors
  Northville, MI
• 03/2017 → 05/2020
  Raymond James Financial Services Inc.
  Fenton, MI
• 10/2017 → 08/2026
  Kaydan Wealth Management, Inc.
  Fenton, MI
• 08/2026 → Present
  Lakeshore Financial Planning, Inc.
  St. Clair Shores, MI

Previous Registrations

• 2018-02-28 → 2026-08-24
  Kaydan Wealth Management, Inc.
  Fenton, MI
• 2017-03-07 → 2020-05-13
  Raymond James Financial Services Advisors, Inc
  Fenton, MI
• 2014-06-05 → 2017-01-03
  Mercer Global Advisors Inc.
  Northville, MI
• 2013-04-12 → 2013-11-22
  Equitable Advisors, Llc
  Mt. Pleasant, MI
  Saginaw, MI
  Wheeler, MI
  Troy, MI
  Saginaw, MI

Other Businesses

08/2026 Independent Licensed insurance Agent; Investment Related; St. Clair Shores; Term Life and Disability insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-02-17
• S66 Uniform Combined State Law Examination
  2012-09-06

Designations

• Certified Financial Planner

Other Names

• Darren Craig Brennan