William M. Brennan
PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Denver, CO
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CRD#: 7001737
Professional summary
William Michael Brennan, CFP® is a registered financial advisor currently at PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC located in Denver, Colorado.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 3 firms .
Biography
Originally from Chicago, Will began his career working directly with both institutional and private clients. Among his positions, he served as a Portfolio Manager with The Northern Trust Company and as a Portfolio Manager of institutional commodity derivatives portfolios for INTL FCStone. In his most recent role with Denver-based Stordahl Capital Management, Will worked with families to construct comprehensive financial plans.
As a Lead Advisor with All Season Financial Advisors, Will works closely with our clients and internal partners to craft comprehensive financial planning solutions. He loves that his role helps clients live their very best lives today while making sure that their future goals are carefully articulated and well planned for.
Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner.
Will is a board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the CFA Society of Colorado.
Will and his wife, Maria, live in Denver’s Park Hill neighborhood and love exploring Colorful Colorado with their Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Michael Brennan'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®
Start date: 2019
Experience
Current
July 25, 2023 - Present
PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 326639
Denver, CO
Past
January 29, 2021 - July 10, 2023
ALL SEASON FINANCIAL ADVISORS, INC.
RIA
CRD#: 110404
DENVER, CO
Past
October 11, 2018 - January 15, 2021
STORDAHL CAPITAL MANAGEMENT, INC.
RIA
CRD#: 287916
GREENWOOD VILLAGE, CO
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
Colorado(7/25/2023)
Exams
Current Firm
PH
PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC
PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC
CRD#: 326639 / SEC#:
Colorado
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Contact information
Main Address
Denver, CO
Mailing Address
Phone number
(630) 730-7071
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 41,925,593 |
Red Flags
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Company Information
PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC
CRD#: 326639Denver, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
