Bryan Matthew Keenan

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2019 → 03/2020
  Guardian Life Insurance Company
  Atlanta, GA
• 01/2018 → 11/2018
  Blocktech Capital Partners
  Cumming, GA
• 08/2017 → 05/2018
  Industry Pro
  Woodstock, GA
• 03/2013 → 01/2018
  Self-Employed
  Cumming, GA
• 02/2019 → 03/2020
  Park Avenue Securities
  Atlanta, GA
• 03/2020 → 02/2026
  Apogee Financial Partners
  Sandy Springs, GA
• 05/2020 → Present
  Equity Services, Inc.
  Montpelier, VT
• 02/2026 → Present
  Truoak Financial Partners Llc
  Sandy Springs, GA

Previous Registrations

• 2019-10-16 → 2020-03-17
  Park Avenue Securities Llc
  Atlanta, GA

Other Businesses

*TRUOAK FINANCIAL PARTNERS LLC. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. ONGOING. INV REL. 02/2026. INSURANCE SALES. AGENT. SELL NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS. DURING TRD/HRS, M-F 8-5*COVENANT PRESBYTERIAN CHURCH. 2461 PEACHTREE ROAD, ATLANTA GA. NOT INV REL. SEPT 2023. ADMINISTRATION COMMITTEE. ASSISTING THE CHURCH WITH BUDGETING AND HIGH LEVEL BUSINESS DECISIONS. NO TITLE. MONTHLY MEETINGS TO DISCUSS BUDGET AND BUSINESS PROCESSES. DURING SOME TRADE HRS*BRYAN KEENAN, 10182 WINDALIER WAY, ROSWELL, GA, 30076, ONGOING, NOT INV REL, OWNER, RARE AND ANTIQUARION BOOK SALES AND RESTORATION, 08/10/2024, DURING TRD/HRS, 5 HRS.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-09

Designations

• Certified Financial Planner