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Brendan Michael Crews

Brendan M. Crews

DAVIMAN FINANCIAL
Noblesville, IN
Some features on this profile are disabled
CRD#: 5960522
Brendan Michael Crews

Professional summary

Brendan Michael Crews, CFP® is a registered financial advisor currently at DAVIMAN FINANCIAL, LLC located in Noblesville, Indiana.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brendan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 11595 N. MERIDIAN STREET, STE 850 CARMEL, IN 46032; START DATE 01/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Michael Crews'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: 2019

Experience

Current

January 6, 2017 - Present

DAVIMAN FINANCIAL, LLC

RIA
CRD#: 285030
Noblesville, IN
Past

August 23, 2016 - January 3, 2017

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
CARMEL, IN
Past

November 22, 2011 - January 3, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
CARMEL, IN

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".
DF
DAVIMAN FINANCIAL, LLC
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC

CRD#: 285030 / SEC#: 801-130177

RIA
Registered Investment Advisory firm - (4/30/2024 Approved)
Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)
Indiana
Registered Investment Advisory firm - (5/1/2024 Terminated)
Texas
Registered Investment Advisory firm - (11/3/2020 Terminated)

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
(1/6/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/21/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DF
DAVIMAN FINANCIAL, LLC
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC

CRD#: 285030 / SEC#: 801-130177

RIA
Registered Investment Advisory firm - (4/30/2024 Approved)
Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)
Indiana
Registered Investment Advisory firm - (5/1/2024 Terminated)
Texas
Registered Investment Advisory firm - (11/3/2020 Terminated)
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Contact information

Main Address
Noblesville, IN
Mailing Address
11650 Olio Rd. Suite 1000-286, Fishers, IN 46037
Phone number
(317) 207-0175
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 032425 (3/24/2025)

Regulatory assets under management

Total Number of Accounts581
AUM (Assets Under Management)$ 152,803,900

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

DAVIMAN FINANCIAL, LLC

CRD#: 285030Noblesville, IN

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