Brendan Michael White
Investment adviser representative at Essential Partners LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$401.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Essential Partners LLCDec 2024 to now
- Cerity Partners LLCOct 2024 to Dec 2024
- Janiczek Wealth Management LLCMay 2021 to Sep 2024
- Charles Schwab & Co., Inc.Aug 2019 to Apr 2021
- StudentAug 2011 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Essential Partners LLC
$401.1MAssets managed
58Clients
2Advisers
4 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
- 6971355
- Firm CRD
- 315959