Brennan Krengel is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 17 years of industry experience. Brennan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
2565 West Maple Rd, Troy, MI, 48084
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Regulatory History (2)
Customer Dispute
December 2009Customer Dispute
October 2008Other Business Activities
Brennan uses Flagstar Wealth Services as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Comerica Securities
Comerica SecuritiesBroker
Osiwala & Associates Strategic Investment Services, INC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
The Leaders Group, INC.Broker
Transamerica Capital, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.