Valerie Kay Brennan
Investment adviser representative at Cbiz Investment Advisory Services, LLC
22 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Cbiz Investment Advisory Services, LLCOct 2023 to now
- Cbiz, Inc.Mar 2023 to now
- Huntleigh Advisors, Inc.Jun 2018 to Oct 2023
- Huntleigh Securities CorporationJan 2018 to Oct 2023
- Wolfrum and Company, LLCJan 2018 to Apr 2019
- Noyes Advisors LLCAug 2015 to Dec 2017
- David A. Noyes & CompanyOct 2014 to Dec 2017
- Somerset Cpa's, P.C.Oct 2004 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (IN).
Cbiz Investment Advisory Services, LLC
$12.8BAssets managed
2,850Clients
91Advisers
9 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
- 3156911
- Firm CRD
- 286002