AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BK

Brendon Kane Wu

Washington·CRD #7950572
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Brendon Lane Johansen

Utah·CRD #7981648
IA Rep

Investment Adviser Rep at AEGIS WEALTH MANAGEMENT, INC.

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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BM

Brendon Makana Kempin

California·CRD #6999927
Dual-registered

Dual-registered at CYNOSURE PORTFOLIO ADVISORS LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
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BM

Brendon Matthew Christy

Kansas·CRD #4542708
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
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BM

Brendon Michael Sobien

Arizona·CRD #8003342
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
13
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brendon Patrick Daly

Florida·CRD #7759683
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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BS

Brendon Steven McBride

Colorado·CRD #7574472
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brendon Tyler Dejesus Fausset

Connecticut·CRD #7643063
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
3 yrs
States
10
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Brendon Walsh

Florida·CRD #5829272
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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BW

Brendon Winkler

Illinois·CRD #6578703
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Brendon W Ward

Arizona·CRD #7016756
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
39
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
View profile
BS

Brendren Spencer Austin

Texas·CRD #7410102
IA Rep

Investment Adviser Rep at CAIN, WATTERS & ASSOCIATES, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
BE

Brenley Elizabeth Davis

Alabama·CRD #5972065
Dual-registered

Dual-registered at &PARTNERS

Experience
10 yrs
States
19
Exams
3
Since
2016
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
BI

Brenna Ihli

Minnesota·CRD #6993992
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BA

Brennan Ambrose Gmeiner

Maryland·CRD #6389785
Dual-registered

Dual-registered at TURNING POINT FINANCIAL

Experience
11 yrs
States
1
Exams
3
Since
2015
Fee
AUM / Hourly / Flat Fee
View profile
BD

Brennan Dante Giovanni Maggio

Alabama·CRD #7637418
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
39
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
BD

Brennan D Cobb

California·CRD #7214910
IA Rep

Investment Adviser Rep at ALPHACORE CAPITAL LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BD

Brennan Diamond

California·CRD #7946319
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Brennan Everett Scheel

Arizona·CRD #6206328
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
11 yrs
States
13
Exams
3
Since
2015
Fee
AUM / Other
View profile
BG

Brennan G Warwick

Alabama·CRD #7502023
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
53
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BI

Brennan Ifkovits

Michigan·CRD #7423158
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BJ

Brennan Joseph Baize

Florida·CRD #7559834
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
5
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BK

Brennan Knutson

Utah·CRD #8042578
IA Rep

Investment Adviser Rep at MAIA WEALTH

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Flat Fee
View profile
BM

Brennan Moore Blaszczak

California·CRD #7979535
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
10
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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