Brennen S. Newton

PRIVATE CLIENT ADVISOR GROUP

Overland Park, KS 66210

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CRD#: 6068327

Professional summary

Brennen Sean Newton is a registered financial advisor currently at PRIVATE CLIENT ADVISOR GROUP, LLC located in Overland Park, Kansas.

Brennen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brennen has worked at 4 firms and has passed the Series 65, 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.

1.) Partner in BSN BRIONI, LLC, a non-investment related clothing resale business located in Lenexa, KS, since 2017. Activity represents less than 15 hours per month, some of which during securities trading hours. 2.) Partner in OMADA GB2S LLC, a non-investment related general business consulting firm located in Lenexa, KS, since 2017. Activity represents less than 10 hours per month, some of which during securities trading hours. 3.) Sole Proprietor of OMADA Benefits, a non-investment related insurance business located in Lenexa, KS, since 2019. Activity represents less than 10 hours per month generally during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennen Sean Newton'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 13, 2024 - Present

PRIVATE CLIENT ADVISOR GROUP, LLC

Office #1: 10801 Mastin Blvd., Overland Park, KS 66210

RIA

CRD#: 330038

Overland Park, KS

Past

February 3, 2022 - August 26, 2024

OWLFI

RIA

CRD#: 311854

Overland Park, KS

Past

August 21, 2017 - February 1, 2022

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

OVERLAND PARK, KS

Past

August 21, 2017 - February 1, 2022

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OVERLAND PARK, KS

Past

January 22, 2016 - August 23, 2017

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

OVERLAND PARK, KS

Past

July 8, 2015 - August 23, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

OVERLAND PARK, KS

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

Florida
(7/23/2025)

IAR

Kansas
(6/13/2024)

IAR

Missouri
(7/7/2025)

IAR

Texas
(7/1/2024)

IAR

Utah
(7/8/2025)

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: 1/15/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/15/2015

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: 3/1/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/7/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

CRD#: 330038 / SEC#: 801-134899

Florida

Registered Investment Advisory firm - (5/17/2024 Approved)

Kansas

Registered Investment Advisory firm - (6/11/2024 Approved)

Missouri

Registered Investment Advisory firm - (6/18/2024 Approved)

New York

Registered Investment Advisory firm - (5/22/2024 Approved)

Oklahoma

Registered Investment Advisory firm - (7/2/2024 Approved)

Texas

Registered Investment Advisory firm - (6/14/2024 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/1/2024 Approved)

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Contact information

Main Address

901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990

Mailing Address

Phone number

(516) 241-3934

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT ADVISOR GROUP, LLC - ADV PART 2 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 110,213,692

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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Brennen S. Newton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennen Sean Newton's CRS (Customer Relationship Summary).

Certified licenses

Experience

OWLFI

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2016

Series 63

Date: 7/15/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2016

Series 6

Date: 7/7/2015

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE CLIENT ADVISOR GROUP, LLC

TRUST BUT VERIFY

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