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BM

Brea N. Morrison Dantin

MJ RETIREMENT
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 4430268
BM

Professional summary

Brea Nicole Morrison Dantin, who also goes by Brea Nicole Dantin, Brea Nicole Morrison, Brea Morrison Dantin, is a registered financial advisor currently at MJ RETIREMENT located in Carmel, Indiana.

Brea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brea has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brea Nicole Dantin | Brea Nicole Morrison | Brea Morrison Dantin

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) - RIA

Click below to view Brea Nicole Morrison Dantin'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®
None

Experience

Current

June 20, 2012 - Present

MJ RETIREMENT

Office #1: 571 Monon Blvd Suite 400, Carmel, IN 46032
RIA
CRD#: 164328
Carmel, IN
Past

May 3, 2005 - June 18, 2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
INDIANAPOLIS, IN
Past

May 3, 2005 - June 18, 2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
INDIANAPOLIS, IN
Past

January 6, 2005 - May 17, 2005

KEYBANC CAPITAL MARKETS INC.

RIA
CRD#: 566
INDIANAPOLIS, IN
Past

August 3, 2001 - May 17, 2005

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, 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".
MR
MJ RETIREMENT
MJ RETIREMENT | PROCOURSE FIDUCIARY ADVISORS, LLC | PRAXIS FIDUCIARY ADVISORS, LLC

CRD#: 164328 / SEC#: 801-76741

RIA
Registered Investment Advisory firm - (6/7/2012 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
Indiana
(6/20/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2001
General Securities Representative Examination

Current Firm

MR
MJ RETIREMENT
MJ RETIREMENT | PROCOURSE FIDUCIARY ADVISORS, LLC | PRAXIS FIDUCIARY ADVISORS, LLC

CRD#: 164328 / SEC#: 801-76741

RIA
Registered Investment Advisory firm - (6/7/2012 Approved)
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Contact information

Main Address
571 Monon Blvd Suite 400, Carmel, IN 46032
Mailing Address
Phone number
(317) 805-7500
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MJ RETIREMENT DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts323
AUM (Assets Under Management)$ 5,071,033,397

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

MJ RETIREMENT

CRD#: 164328Carmel, IN 46032

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