BH

Brendan William Halleron

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brendan works full-time as an operations analyst at Affiance Financial. He is also a direct owner of Wolfman Worldwide LLC, the holding company for his membership interest in Affiance Financial, dedicating minimal time to this. Additionally, Brendan is a board member of Achieving Cures Together, a non-profit, spending minimal time on this role.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 6 mos
Affiance Financial LLC
March 2019 - Present · 6 yrs 10 mos
Private Client Services, LLC Broker
April 2018 - Present · 7 yrs 9 mos
State Registrations5 states
CAGAILMNNV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.