Dylan Timothy Brennan
Investment adviser representative at Nwf Advisory Services Inc
30 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 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
- Seminars and workshops
Experience
30 years in the industry.
- Nwf Advisory Services IncOct 2022 to now
- Osaic Wealth, Inc.Sep 2022 to now
- Brennan & Co.Dec 1996 to now
- Avantax Insurance Agency, LLCAug 2019 to Sep 2022
- Avantax Advisory ServicesJun 2014 to Sep 2022
- Avantax Investment Services, Inc.Jun 2008 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 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
- 4409676
- Firm CRD
- 110410