Valerie Kay Brennan

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2004 → 10/2023
  Somerset Cpa'S, P.C.
  Indianapolis, IN
• 10/2014 → 12/2017
  David A. Noyes & Company
  Indianapolis, IN
• 08/2015 → 12/2017
  Noyes Advisors Llc
  Chicago, IL
• 01/2018 → 10/2023
  Huntleigh Securities Corporation
  Indianapolis, IN
• 01/2018 → 04/2019
  Wolfrum And Company, Llc
  Indianapolis, IN
• 06/2018 → 10/2023
  Huntleigh Advisors, Inc.
  Indianapolis, IN
• 03/2023 → Present
  Cbiz, Inc.
  Indianapolis, IN

Previous Registrations

• 2015-07-23 → 2023-11-29
  Somerset Cpas, P.C.
  Indianapolis, IN
• 2018-06-15 → 2023-10-27
  Huntleigh Advisors, Inc.
  Indianapolis, IN
  St. Louis, MO
• 2018-02-01 → 2019-04-04
  Wolfrum And Co.
  Indianapolis, IN
  Indianapolis, IN
• 2015-08-11 → 2018-01-04
  Sanctuary Advisors, Llc
  Chicago, IL
• 2014-11-04 → 2015-08-11
  Sanctuary Securities, Inc.
  Indianapolis, IN
  Indianapolis, IN
• 2003-09-23 → 2014-12-02
  Somerset Cpas, P.C.
  Indianapolis, IN
• 2002-03-15 → 2014-11-24
  Transamerica Financial Advisors, Llc
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN

Other Businesses

(1)INDEPENDENT INS AGENT. 3925 RIVER CROSSING PARKWAY 3RD FLOOR INDIANAPOLIS IN 46240. SALE OF INS PRODUCTS OUTSIDE OF INTERSECURITIES. HOURS MINIMAL. NOT INVESTMENT RELATED. (2)WEALTH MGMT TEAM. INDIANAPOLIS IN 46240. INVESTMENT RELATED BUSINESS. PRINCIPAL SINCE 12/2001. FINANCIAL & ESTATE PLANNING. FULL TIME POSITION.(3)SOMERSET CPAS, P.C. 3925 RIVER CROSSING PKWY INDIANAPOLIS, IN 46240. PRINCIPAL. TAX PLANNING AND COMPLIANCE, CONSULTING , FINANCIAL STATEMENT REPORTING. APPROX 175HRS/MO & 128HRS/MO DURING TRADING HRS. START 12/2001. (4)CBIZ, INC; POSITION: CPA; START 03/2023

Exams

• S66 Uniform Combined State Law Examination
  1999-01-08

Other Names

• Valerie Kay Bunting