Brendan Willmann

GRANADA WEALTH MANAGEMENT

Davidson, NC

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CRD#: 4252542

Professional summary

Brendan Willmann, CFP®, who also goes by Brendan N Willmann, Brendan Neal Willmann, is a registered financial advisor currently at GRANADA WEALTH MANAGEMENT, LLC located in Davidson, North Carolina.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brendan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan N Willmann | Brendan Neal Willmann

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) 01/23/2009 - NON-VARIABLE INSURANCE - TERM LIFE - DISABILITY INSURANCE AGENT. DUTIES INCLUDE MEETING WITH CLIENTS, DETERMINING APPROPRIATE INSURANCE, OBTAINING QUOTES AND DELIVERING APPROPRIATE INSURANCE. - 2% OF TIME - ASHEVILLE, NC. (2) 2/5/2013: TAX PREP/ACCOUNTING/BOOKKEEPING - GRANADA TAX - TAX PREPARATION AND CLIENT REPRESENTATION BEFORE THE IRS. - TIME SPENT 5%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Willmann's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 23, 2016 - Present

GRANADA WEALTH MANAGEMENT, LLC

Office #2: 212 South Main Street Suite 404, Davidson, NC 28036

RIA

CRD#: 285812

Davidson, NC

Past

January 26, 2009 - December 7, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

CINCINNATI, OH

Past

January 23, 2009 - December 7, 2016

LPL FINANCIAL LLC

CRD#: 6413

CINCINNATI, OH

Past

December 4, 2000 - February 12, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CINCINNATI, OH

Past

September 7, 2000 - February 12, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CINCINNATI, OH

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".

GRANADA WEALTH MANAGEMENT, LLC

CRD#: 285812 / SEC#: 801-133895

RIA

Registered Investment Advisory firm - (7/18/2025 Approved)

Kentucky

Registered Investment Advisory firm - (7/21/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (8/6/2025 Terminated)

Ohio

Registered Investment Advisory firm - (7/21/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (7/21/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/21/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(3/19/2019)

IAR

Texas
(12/7/2017)

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

IAR

Series 65

Date: 10/19/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/25/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/6/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/23/2009

General Securities Principal Examination

Current Firm

GRANADA WEALTH MANAGEMENT, LLC

CRD#: 285812 / SEC#: 801-133895

RIA

Registered Investment Advisory firm - (7/18/2025 Approved)

Kentucky

Registered Investment Advisory firm - (7/21/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (8/6/2025 Terminated)

Ohio

Registered Investment Advisory firm - (7/21/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (7/21/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/21/2025 Terminated)

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Contact information

Main Address

212 South Main Street Suite 404, Davidson, NC 28036

Mailing Address

99 Jackson Street Suite 340, Davidson, NC 28036

Phone number

(888) 928-9728

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRANADA WEALTH ADV PART 2A & 2B AMENDMENT V.10.20.25 (10/20/2025)

Regulatory assets under management

Total Number of Accounts	538
AUM (Assets Under Management)	$ 151,139,901

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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Firm Stability Insights

Brendan Willmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Willmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

GRANADA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2000

Series 63

Date: 10/5/2000

SIE

Date: 12/7/2016

Series 3

Date: 6/25/2001

Series 7

Date: 9/6/2000

Series 24

Date: 4/23/2009

Current Firm

GRANADA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANADA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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