DB
CFP
DB
CFP

Darren Brennan

13 Years of Experience
Sells Insurance

Darren Brennan is a CFP-designated registered investment advisor at Kaydan Wealth Management, INC., based in Fenton, MI, with 13 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,098 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,098 clients
Average Client Portfolio
$662K average
Assets Under Management
$726.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250

Kaydan Wealth Management offers investment management services as part of their wealth management service or separately. For investment-only portfolio management (Portfolio Edge), they charge a flat annual fee ranging from 0.70% to 0.85%, billed quarterly.

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Location

329 W. Silver Lake Rd., Fenton, MI, 48430

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Darren is a licensed insurance agent and an employee of Kaydan Wealth Management, an independent RIA, since 2017. He dedicates full-time hours to performing annual reviews and providing portfolio allocation advice to clients.

Employment History
Current Registrations
Kaydan Wealth Management, INC.
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2017 - May 2020 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2017 - May 2020 · 3 yrs 3 mos
Mercer Global Advisors INC.
June 2014 - January 2017 · 2 yrs 7 mos
AXA Advisors, LLC
April 2013 - November 2013 · 7 mos
AXA Advisors, LLCBroker
July 2012 - November 2013 · 1 yr 4 mos
State Registrations2 states
MITX
Advisor

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.

Exams
No exam information available for this advisor.