Brendan Robert Mcmurtrie
Investment adviser representative at Financial Sense Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$835.6MFirm assets
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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
Experience
14 years in the industry.
- Financial Sense Advisors, Inc.Mar 2026 to now
- Financial Sense Securities, Inc.Mar 2026 to now
- Northwestern Mutual Investment Services LLCJun 2021 to Mar 2026
- Northwestern Mutual Life Insurance CompanyMay 2021 to Mar 2026
- Cuso Financial Service, LPNov 2017 to May 2021
- Sorrento Pacific Financial, LLCNov 2017 to May 2021
- AXA Advisors, LLCSep 2012 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Financial Sense Advisors, Inc.
$835.6MAssets managed
597Clients
10Advisers
40 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
- 4001706
- Firm CRD
- 111090