GB
Gary Breneman
WEALTH MANAGEMENT
Chesterfield, MO 63017
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CRD#: 2967274
GB
Professional summary
Gary Breneman, who also goes by Gary Brenemanx, is a registered financial advisor currently at WEALTH MANAGEMENT located in Chesterfield, Missouri.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gary has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Brenemanx
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.
MUTUAL FUND PUBLISHING CO. AT 14382 WOODLAKE DR CHESTERFIELD, MO 63017. NONINVESTMENT RELATED. NATURE OF BUSINESS PUBLISHER OF 2 REFERENCE TAX BOOKS. TITLE - PRESIDENT/OWNER. STARTED 1992 -SEASONAL BUSINESS - DEVOTE APPROXIMATELY 6 HRS PER DAY DURING JANUARY 15 - FEB 15. DUTIES OVERSEE PRODUCTION & PRINTING OF REFERENCE BOOKS. OIL WELL JOINT VENTURES - PARTIAL OWNERSHIP IN SEVERAL OIL WELL JOIN VENTURES W/TEXAS SECURITIES OR CROWN - TITLE: MINOR OWNER (NO POSITION) - START DATE: 2004 - WORK 0 HRS/WK. Gary L. Breneman, CPA, PC - Not investment related - 14382 Woodlake Dr Chesterfield, MO 63017 - CPA Firm - President - 01/2015 - Approx. 40 hours monthly/Approx. 40 Hours monthly during securities trading hours - Tax and accounting work. Gifts of Love International - Not investment related - Wentzville, MO - Non Profit - board member/treasurer -Approx. 1 hours monthly/Approx. 0 Hours monthly during securities trading hours. Woods Mill Professional Campus - Not investment related - Chesterfield, MO - Non Profit - board member/treasurer -Approx. 1 hours monthly/Approx. 0 Hours monthly during securities trading hours. Woods Mill Trustee Association - Not investment related - Chesterfield, MO - Non Profit - board member/treasurer -Approx. 1 hours monthly/Approx. 0 Hours monthly during securities trading hours.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 20, 2006 - Present
WEALTH MANAGEMENT
Office #1: 14382 Woodlake Dr, Chesterfield, MO 63017RIA
CRD#: 137080
Chesterfield, MO
Past
August 17, 2004 - December 31, 2005
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CHESTERFIELD, MO
Past
October 14, 1999 - May 9, 2006
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
CHESTERFIELD, MO
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".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(3/20/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
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Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
Red Flags
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Company Information
WEALTH MANAGEMENT
CRD#: 137080Chesterfield, MO 63017TRUST BUT VERIFY
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