Michele M. Brennan

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CRD#: 2412232

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michele Marie Brennan, who also goes by Michele Marie Dechant, was a registered financial professional .

Michele is a previously registered financial professional and started their career in finance in 1993. Michele had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michele Marie Dechant

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.

1) Willis Towers Watson; Chicago, IL; Investment related; US DC Delegated Leader; Senior Director; Lead the US Delegated DC Solutions effort; 180 Hours per month with 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 15, 2019 - June 11, 2024

TOWERS WATSON INVESTMENT SERVICES, INC.

RIA

CRD#: 110473

chicago, IL

Past

May 21, 2019 - April 24, 2024

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Chicago, IL

Past

December 22, 2015 - April 17, 2019

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

CHICAGO, IL

Past

May 2, 2005 - August 29, 2014

AMG DISTRIBUTORS, INC.

CRD#: 27314

CHICAGO, IL

Past

November 6, 1996 - May 2, 2005

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

October 19, 1993 - July 25, 1996

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOWERS WATSON INVESTMENT SERVICES, INC.

TOWERS WATSON INVESTMENT SERVICES | WATSON WYATT INVESTMENT CONSULTING INC | TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473 / SEC#: 801-46008

RIA

Registered Investment Advisory firm - (3/22/1994 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/29/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/18/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TOWERS WATSON INVESTMENT SERVICES, INC.

TOWERS WATSON INVESTMENT SERVICES | WATSON WYATT INVESTMENT CONSULTING INC | TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473 / SEC#: 801-46008

RIA

Registered Investment Advisory firm - (3/22/1994 Approved)

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Contact information

Main Address

233 South Wacker Drive Suite 1800, Chicago, IL 60606

Mailing Address

Phone number

(312) 288-7700

Established

Firm type

Fiscal year end

# of Employees

242

SEC notice filing (21 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

TOWERS WATSON INVESTMENT SERVICES, INC. BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 52,220,039,039

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/31/2025	Cover Page	Report
09/27/2024	Cover Page	Report
08/28/2023	Cover Page	Report
11/22/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Michele M. Brennan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

UBS ASSET MANAGEMENT (US) INC.

AMG DISTRIBUTORS, INC.

FUNDS DISTRIBUTOR, LLC

STRONG INVESTMENTS, INC.

Primary Firm SEC Registration

TOWERS WATSON INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/1993

SIE

Date: 10/1/2018

Series 7

Date: 11/21/2016

Series 6

Date: 10/18/1993

Current Firm

TOWERS WATSON INVESTMENT SERVICES, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TOWERS WATSON INVESTMENT SERVICES, INC.

TRUST BUT VERIFY

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