About Brendan
Brendan has over 17 years of experience, providing clients with advice and guidance across all aspects of their financial life. As an investment advisor, he works closely with high-net-worth families and individuals to create comprehensive financial plans that serve to protect and help grow multigen...
Areas of focus
Credentials & background
Licenses
Series 65Series 63SIESeries 7
Registered in
Alaska, Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Minnesota, Montana, Nevada, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, Wisconsin
Regulatory
The firm
LPL - Glenview Wealth Management