Liam Daniel Brennan
Investment adviser representative at Principal Securities, Inc.
11 yearsExperience
1 stateRegistered in
$17BFirm 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 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
11 years in the industry.
- Principal Securities, Inc.Sep 2026 to now
- Principal Life Insurance CompanySep 2026 to now
- Tillis Consulting & Contracting, LLCApr 2024 to now
- MML Investors Services, LLCDec 2025 to Sep 2026
- Massmutual Life Insurance CompanyAug 2025 to Sep 2026
- Groundworks Texas, LLCJul 2023 to Mar 2024
- Keith Zars PoolsJul 2021 to Jul 2023
- CintasMar 2020 to Jul 2021
- Liquid WebJan 2017 to Mar 2020
- Time Warner Business ClassFeb 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
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
- 8189009
- Firm CRD
- 1137