Jordan R. Brenner
PINION WEALTH MANAGEMENT
Bozeman, MT 59715
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CRD#: 7078475
Professional summary
Jordan Robert Brenner, CFP® is a registered financial advisor currently at PINION WEALTH MANAGEMENT, LLC located in Bozeman, Montana.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
What are your service offerings?
Business Succession Planning
Inheritance
Comprehensive Financial Planni...
Small Business Planning
Estate Planning
Tax Planning
Retirement Income Management
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
500K
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 Jordan Robert Brenner'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: 2022
Experience
Current
May 23, 2023 - Present
PINION WEALTH MANAGEMENT, LLC
Office #1: 1019 E Main Street Suite 201, Bozeman, MT 59715RIA
CRD#: 114556
Bozeman, MT
Past
May 8, 2019 - May 23, 2023
EDWARD JONES
RIA
CRD#: 250
CLOVIS, CA
Past
April 12, 2019 - May 23, 2023
EDWARD JONES
BD
CRD#: 250
CLOVIS, CA
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".
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 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
California(5/23/2023)
IAR
Montana(8/17/2023)
IAR
Wyoming(11/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/12/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
PW
PINION WEALTH MANAGEMENT, LLC
KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC
CRD#: 114556 / SEC#: 801-63322
RIA
Registered Investment Advisory firm - (7/2/2004 Approved)Colorado
Registered Investment Advisory firm - (7/26/2004 Terminated)Kansas
Registered Investment Advisory firm - (10/20/2005 Terminated)Nebraska
Registered Investment Advisory firm - (7/30/2004 Terminated)Texas
Registered Investment Advisory firm - (7/22/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1605 North Waterfront Parkway Suite 200, Wichita, KS 67206
Mailing Address
Phone number
(316) 682-8344
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,340 |
| AUM (Assets Under Management) | $ 649,043,048 |
Red Flags
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