Matthew Kirk Brenneman

Current Employers

Employment History

• 09/2012 → Present
  Brenneman Independent Planning, Llc.
  Wilmington, NC
• 09/2014 → 06/2021
  Voya Financial Advisors
  Wilmington, DE
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-02-22 → 2021-06-09
  Voya Financial Advisors, Inc.
  Greenville, SC
  Wilmington, NC
  Charlotte, NC
• 2009-09-04 → 2012-02-09
  Northwestern Mutual Investment Services, Llc
  Wilmington, NC

Other Businesses

1.) NAME OF ENTITY: i3 INSURANCE AGENCY LLC; No; 6622 CREEK RIDGE RD; WILIMINGTON; NC; 28411; INSURANCE AGENCY; MANAGING MEMBER; 1/26/2018; 4; 0; SALE AND SERVICE FLOOD INSURANCE| 2.) NAME OF ENTITY: Matthew Brenneman; No; 505 MILLHOUSE RD; CASTLE HAYNE; NC; 28429; Rental Home; Landlord; 5/1/2009; 0; 0; Rent and maintain homes| 3.) NAME OF ENTITY: Brenneman Independent Planning, LLC.; Yes; 6622 CREEK RIDGE RD; WILIMINGTON; NC; 28411; DBA; Owner; 9/26/2012; 160; 160; Marketing entity used for the distribution of financial services products.| 4.) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6622 CREEK RIDGE RD; WILIMINGTON; NC; 28411; Fixed Insurance Sales; Independent Insurance Agent; 2/9/2012; 160; 160; Sales of fixed insurance products| 5.) NAME OF OTHER BUSINESS: CAROLINA OFFICE PLACE ; INVESTMENT RELATED: NO ; ADDRESS: 5028 RANDALL PARKWAY WILMINGTON, NC 28403 ; NATURE OF BUSINESS: BOARD OF DIRECTOR FOR OFFICE PARK; START DATE: 6/2022 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PRESIDENT, ADMIN FOR OFFICE PARK ;

Exams

• S66 Uniform Combined State Law Examination
  2007-08-31

Designations

Other Names

• Matthew K Brenneman