Brad Hennebert
Professional Summary
Brad Hennebert is a registered financial advisor currently at TCP ASSET MANAGEMENT, LLC located in Weaterville, Ohio and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Westerville, Ohio. Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Brad has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC
Contact Information
Main Address
5000 Horizons Drive, Upper Arlington, OH 43220Phone Number
(614) 761-9378# of Employees
43SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,021AUM (Assets Under Management)
$1,182,711,742Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
(9/24/2024)
(4/29/2025)
(7/29/2024)
(7/31/2024)
(8/7/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2024About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Brad Hennebert's CRS (Customer Relationship Summary).
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