Brennan Masterson

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 05/2023 → 10/2024
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS
• 08/2016 → 08/2020
  Blue Hills Country Club
  Kansas City, MO
• 08/2014 → 07/2018
  Blue Valley North High School
  Overland Park, KS
• 08/2018 → 12/2018
  Hesston College
  Hesston, KS
• 01/2019 → 12/2022
  University Of Kansas
  Lawrence, KS
• 08/2019 → 11/2019
  The Jayhawk Club
  Lawrence, KS
• 12/2019 → 04/2021
  Lawrence Country Club
  Lawrence, KS
• 05/2021 → 11/2021
  The Jayhawk Club
  Lawrence, KS
• 06/2022 → 12/2022
  Fcs Family Office
  Leawood, KS
• 01/2023 → 01/2023
  Unemployed
  Overland Park, KS
• 02/2023 → 04/2023
  Fcs Family Office
  Leawood, KS
• 11/2024 → Present
  Infinitas
  Overland Park, KS

Previous Registrations

• 2024-02-09 → 2024-04-24
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-19
• S65 Uniform Investment Adviser Law Examination
  2024-02-09

Other Names

• Brennan Patrick Masterson