Brendon Makana Kempin
Investment Adviser Representative at Cynosure Portfolio Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brendon Makana Kempin is an investment adviser representative with Cynosure Portfolio Advisors LLC in Sunnyvale, CA, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 3 firms, including IEQ Capital, LLC and First Republic Investment Management, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Utah.
Registrations & licenses
- Investment adviser:
- California, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Republic Investment Management, Inc.Jul 2018 – May 2019Palo Alto, CA
- University of Notre DameAug 2014 – May 2018South Bend, IN
- First Republic Securities Company, LLCAug 2018 – May 2019Palo Alto, CA
- IEQ Capital, LLCJun 2019 – May 2026Foster City, CA
- Cynsosure Portfolio Advisors LLCMay 2026 – no end date reportedSalt Lake City, UT
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cynosure Portfolio Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management including portfolio construction, diversification, and ongoing monitoring and rebalancing; financial planning support including retirement and cash-flow planning, tax-aware planning, and estate and legacy planning coordination; and client support services including ongoing communication, consolidated reporting, financial education resources, and coordination with third-party professionals.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Salt Lake City, UT
- SEC file number:
- 801-134251
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
View full firm profileOther advisors at Cynosure Portfolio Advisors LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendon Makana Kempin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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