Brennan Vitali

VITALITY WEALTH PLANNING

LACEY, WA

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CRD#: 7140906

Professional summary

Brennan Vitali, who also goes by Brennan M VItali, is a registered financial advisor currently at VITALITY WEALTH PLANNING located in Lacey, Washington.

Brennan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brennan has worked at 5 firms and has passed the Series 66, Series 6TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brennan M Vitali

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.

Fixed insurance sales; as of 03/10/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennan Vitali'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®

None

Experience

Current

November 12, 2024 - Present

VITALITY WEALTH PLANNING

RIA

CRD#: 332303

LACEY, WA

Past

March 10, 2023 - August 12, 2024

NAVIGATE FINANCIAL

RIA

CRD#: 314515

LACEY, WA

Past

February 1, 2023 - August 12, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Lacey, WA

Past

February 1, 2023 - August 12, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Lacey, WA

Past

March 22, 2021 - August 11, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

BLOOMFIELD, IN

Past

March 22, 2021 - August 11, 2021

LPL FINANCIAL LLC

CRD#: 6413

BLOOMFIELD, IN

Past

December 9, 2019 - December 11, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Indianapolis, IN

Past

November 8, 2019 - December 11, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Indianapolis, IN

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

Washington
(11/12/2024)

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 66

Date: 12/9/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 11/8/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/16/2019

Securities Industry Essentials Examination

Current Firm

VITALITY WEALTH PLANNING

VITALITY WEALTH PLANNING | VITALITY WEALTH PLANNING LLC

CRD#: 332303 / SEC#:

Washington

Registered Investment Advisory firm - (11/12/2024 Approved)

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Contact information

Main Address

Lacey, WA

Mailing Address

Phone number

(360) 481-9937

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 12,539,978

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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Advisor Monitoring

Firm Stability Insights

Brennan Vitali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennan Vitali's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVIGATE FINANCIAL

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2019

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 11/8/2019

SIE

Date: 9/16/2019

Current Firm

VITALITY WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VITALITY WEALTH PLANNING

TRUST BUT VERIFY

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