Kellen Brewer (CRD# 7515636) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Microchip Technology | Boston, MA | Sep 2022 - Current | 1 |
| Optima Capital Management | Tempe, AZ | Jul 2020 - Current | 3 |
| Instacart | Scottsdale, AZ | Mar 2022 - Jun 2022 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2017 - Dec 2021 | 4 |
| Kokopelli Golf Club | Gilbert, AZ | Jun 2021 - Sep 2021 | < 1 |
| Toca Madera | Scottsdale, AZ | Oct 2020 - Dec 2020 | < 1 |
| Sushi 101 LLC | Tempe, AZ | May 2019 - Mar 2020 | < 1 |
| Zen Asian Fusion Restaurant | Danbury, CT | Feb 2017 - Jan 2020 | 2 |
| Gnc Nutrition | Danbury, CT | Feb 2019 - Apr 2019 | < 1 |
| Agriventures Agway | Danbury, CT | Mar 2016 - Aug 2018 | 2 |
| Ridgefield Basketball Association | Ridgefield, CT | Dec 2016 - Mar 2018 | 1 |
| Empire Szechuan | Ridgefield, CT | Feb 2016 - Aug 2017 | 1 |
| Ridgefield High School | Ridgefield, CT | Aug 2014 - Jun 2017 | 2 |
| Cooper Ponds, LLC | Danbury, CT | May 2015 - Sep 2015 | < 1 |
| Scotts Ridge Middle School | Ridgefield, CT | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- AZ
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$232,679
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IL, KY, LA, MN, NC, OH, TX
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.