AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BC

Brent D. Candebat

CAPITAL SYNERGY PARTNERS
EDINBURGH, IN
Some features on this profile are disabled
CRD#: 2014791
BC

Professional summary

Brent Douglas Candebat is a registered financial professional currently at CAPITAL SYNERGY PARTNERS located in Edinburgh, Indiana and CPS FINANCIAL & INSURANCE SERVICES, INC. located in Irvine, California.

Brent is registered as a RR (Registered Representative) and started their career in finance in 1989. Brent has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brent Douglas Candebat's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 19, 2013 - Present

CAPITAL SYNERGY PARTNERS

RIA
BD
CRD#: 148733
EDINBURGH, IN
Current

March 20, 2019 - Present

CPS FINANCIAL & INSURANCE SERVICES, INC.

Office #1: 2860 Michelle Drive, Suite 150, Irvine, CA 92606
BD
CRD#: 41243
IRVINE, CA
Past

May 29, 2002 - July 26, 2013

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
EDINBURGH, IN
Past

December 19, 1989 - June 27, 2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/22/2013)
RR
Colorado
(10/19/2025)
RR
Florida
(2/13/2025)
RR
Illinois
(10/20/2025)
RR
Indiana
(7/29/2013)
RR
Kentucky
(11/13/2013)
RR
Maryland
(3/26/2020)
RR
Mississippi
(3/21/2019)
RR
Missouri
(12/1/2025)
RR
New Jersey
(10/16/2025)
RR
New York
(5/14/2019)
RR
North Carolina
(7/19/2013)
RR
Ohio
(4/9/2019)
RR
South Carolina
(10/21/2025)
RR
Tennessee
(2/27/2014)
RR
Utah
(3/18/2025)
RR
Virginia
(9/7/2022)
RR
Washington
(7/30/2013)
RR
Wisconsin
(4/18/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 12/9/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/13/1989
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CPS FINANCIAL & INSURANCE SERVICES, INC.
CPS FINANCIAL & INSURANCE SERVICES, INC. | CPS FINANCIAL SERVICES, INC.

CRD#: 41243 / SEC#: , 8-49337

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2860 Michelle Drive, Suite 150, Irvine, CA 92606
Mailing Address
2860 Michelle Drive, Suite 150, Irvine, CA 92606
Phone number
(949) 442-7519
Established
California since 04/01/1996
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ANDREW A. HOLDEN FAMILY TRUSTOWNER
FAXON, REYHEENA MARIAFINOP4219599
GANDY, MATTHEW AUSTINPRINCIPAL7007855
HOLDEN, ANDREW ALANPRESIDENT, CCO, AMLCP, CFO & TRUSTEE3098455

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CPS FINANCIAL & INSURANCE SERVICES, INC.

CRD#: 41243Edinburgh, IN

TRUST BUT VERIFY

Monitor Brent Candebat

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.