Brian Michael Kenney
Investment adviser representative at Afg Fiduciary Services
17 yearsExperience
2 statesRegistered in
$166.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Afg Fiduciary ServicesJan 2021 to now
- Afg Fiduciary Services Limited PartnershipDec 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Dec 2020 to now
- Wells Fargo Advisors Financial Network, LLCOct 2015 to Dec 2020
- Alignment Financial GroupJun 2009 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Afg Fiduciary Services
Legal name: Afg Fiduciary Services Limited Partnership
$166.3MAssets managed
159Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1694580
- Firm CRD
- 309943