Timothy Brennan (CRD# 7024093) is an Investment Advisor Representative working at Edward Jones in Fort Collins, CO and has over 5 years of experience in the finance industry.
CRD# 5079762
Lpl Financial LLC
CRD# 6677827
Lpl Financial LLC
CRD# 1240904
Geneos Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Oct 2018 - Current | 5 |
| City Of Fort Collins | Fort Collins, CO | Jun 2009 - Oct 2018 | 9 |
| Resident Realty | Fort Collins, CO | Jan 2014 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CO
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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