Darren Craig Brennan
Investment adviser representative at Lakeshore Financial Planning Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$469.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Lakeshore Financial Planning, Inc.Aug 2026 to now
- Kaydan Wealth Management, Inc.Oct 2017 to Aug 2026
- Raymond James Financial Services Inc.Mar 2017 to May 2020
- Mercer Global AdvisorsJun 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lakeshore Financial Planning Inc.
$469.3MAssets managed
491Clients
4Advisers
7 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
- 6066235
- Firm CRD
- 299129