Brendan R. Messenger

KODA WEALTH MANAGEMENT

Abilene, TX 79605

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CRD#: 5264494

Professional summary

Brendan Russ Messenger, CFP®, ChFC® is a registered financial advisor currently at KODA WEALTH MANAGEMENT located in Abilene, Texas.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brendan has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

-Member/Manager of Koda Insurance Group. The company focuses on insurance sales such as life insurance, property/casualty, and medicare. Koda Insurance Group is paid commissions by insurance companies for sales of their products. -Elevate Performance and Fitness LLC-25% owner; fitness gym; about 2-4 hours a week doing admin/COO type work for this entity.� -Koda Ventures is a pass through for old insurance company when I used to work for another insurance firm (but now I own the current one).� 50% owner of this entity.� -Takoda insurance services is my main insurance company, where I am a partner and 45% owner.� It's fixed insurance sales, and I spend about 20 hours a week working at this position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Russ Messenger'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®

CFP^®

Certified Financial Planner

Start date: 2012

ChFC^®

Chartered Financial Consultant

Experience

Current

March 23, 2023 - Present

KODA WEALTH MANAGEMENT

Office #1: 2658 Industrial Blvd, Abilene, TX 79605

RIA

CRD#: 325700

Abilene, TX

Past

October 1, 2015 - March 24, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

ABILENE, TX

Past

October 1, 2015 - March 24, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ABILENE, TX

Past

April 4, 2011 - September 30, 2015

CETERA ADVISORS LLC

RIA

CRD#: 10299

ABILENE, TX

Past

March 8, 2011 - September 30, 2015

CETERA ADVISORS LLC

CRD#: 10299

ABILENE, TX

Past

February 12, 2007 - January 11, 2011

NYLIFE SECURITIES LLC

CRD#: 5167

ABILENE, TX

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

Texas
(3/23/2023)

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: 2/28/2007

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: 2/26/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/9/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KODA WEALTH MANAGEMENT

KODA WEALTH MANAGEMENT | KODA WEALTH MANAGEMENT LLC

CRD#: 325700 / SEC#:

Texas

Registered Investment Advisory firm - (3/23/2023 Approved)

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Contact information

Main Address

2658 Industrial Blvd, Abilene, TX 79605

Mailing Address

Phone number

(325) 695-9999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 15,580,246

Red Flags

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

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Brendan R. Messenger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KODA WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CETERA ADVISORS LLC

CETERA ADVISORS LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/26/2009

Series 6

Date: 2/9/2007

Current Firm

KODA WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KODA WEALTH MANAGEMENT

TRUST BUT VERIFY

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