Brendan R. Pheasant

TUYYO PLANNING GROUP

Austin, TX

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CRD#: 5421885

Professional summary

Brendan Richard Pheasant, AIF®, CFP®, ChFC® is a registered financial advisor currently at TUYYO PLANNING GROUP located in Austin, Texas.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brendan has worked at 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Richard Pheasant'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2016

CRD#: 22589

AUSTIN, TX

Past

June 2, 2016 - September 15, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

AUSTIN, TX

Past

March 4, 2016 - May 16, 2016

MWA FINANCIAL SERVICES INC.

RIA

CRD#: 112630

AUSTIN, TX

Past

February 26, 2009 - May 16, 2016

MWA FINANCIAL SERVICES INC.

CRD#: 112630

AUSTIN, TX

Past

February 4, 2008 - October 15, 2008

ALLEGIANT SECURITIES L.L.C.

CRD#: 133912

MIAMI, FL

Past

September 21, 2007 - January 2, 2008

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, 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
(12/21/2023)

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: 9/26/2007

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: 7/2/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/20/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TUYYO PLANNING GROUP

TUYYO PLANNING GROUP | TUYYO PLANNING GROUP, LLC

CRD#: 298052 / SEC#:

Texas

Registered Investment Advisory firm - (9/12/2018 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 522-0201

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 10,640,805

Red Flags

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

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Firm Stability Insights

Brendan R. Pheasant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KAHLER FINANCIAL GROUP, INC.

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

MWA FINANCIAL SERVICES INC.

MWA FINANCIAL SERVICES INC.

ALLEGIANT SECURITIES L.L.C.

VERITRUST FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/26/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2014

Series 6

Date: 9/20/2007

Current Firm

TUYYO PLANNING GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TUYYO PLANNING GROUP

TRUST BUT VERIFY

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