Brennan Mahan (CRD# 7373510) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Westlake, TX | Jan 2023 - Current | 1 |
| Charles Schwab And Company, Inc. | Fort Worth, TX | Dec 2022 - Current | 1 |
| Td Ameritrade Investment Management, LLC | Fort Worth, TX | Nov 2022 - Current | 1 |
| Td Ameritrade, Inc. | Fort Worth, TX | May 2021 - Current | 2 |
| Builders Sales & Service Company | Fort Worth, TX | Apr 2020 - May 2021 | 1 |
| Fort Worth Appliance Team | Hurst, TX | May 2019 - May 2021 | 2 |
| Cici's Pizza | Grand Prarie, TX | Apr 2019 - May 2019 | < 1 |
| Domino's Pizza | Arlington, TX | Dec 2018 - Feb 2019 | < 1 |
| Papa Johns | Arlington, TX | May 2018 - Dec 2018 | < 1 |
| Eastfield College | Mesquite, TX | Aug 2017 - May 2018 | < 1 |
| Ellis Color Supply | Dallas, TX | May 2017 - Jul 2017 | < 1 |
| Whataburger | Forney, TX | Mar 2017 - Mar 2017 | < 1 |
| Taco Casa | Forney, TX | Jan 2017 - Feb 2017 | < 1 |
| Student | Forney, TX | Jan 2013 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.