Brendan Dennis, CFP®

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About Brendan Dennis, CFP^®

Brendan is a Senior Wealth Advisor at Adams Wealth Advisors and works out of the St. George office. He helps clients make sense of their financial situation and create a plans and inspire them to action. He loves helping others utilize different planning/investing strategies to achieve their goals.

Prior to joining Adams Wealth, Brendan worked as a Financial Consultant for The Insight Group in Salt Lake City, UT and for Fidelity Investments. He joined Adams Wealth Advisors because of the expertise and experience on the team and the tailored and diverse investment solutions it provides for its clients.

Brendan is a CERTIFIED FINANCIAL PLANNER" Professional and received his degree in Finance and Economics from Utah State University. While at USU, he was team captain of the USU golf team.

Brendan and his wife have three daughters. In his free time, he can be found competing on the amateur golf scene, taking family bike rides or attending local sporting events.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

10-19

automated call

CRD#

6222625

Firm CRD#

286087

Name of Custodial Firm

Fidelity, Schwab, etc.

States Licensed in

TX, UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Adams Wealth Advisors Sr. Wealth Advisor Feb 2019 Present · 6 yrs 7 mos St. George, Utah, United States https://adamswealthadvisors.com/your-needs/ Provides comprehensive financial planning and investment management services, specializing in personalized strategies for high-net-worth clients.

The Insight Group, Inc. Financial Consultant Jul 2016 Feb 2019 · 2 yrs 8 mos Salt Lake City Metropolitan Area Independently owned wealth management firm specializing in retirement planning and customized investment strategies.

United Capital Financial Advisors, LLC Relationship Manager 2013 2016 · 3 yrs Highlands Ranch, CO Developed and presented tailored financial plans and investment solutions to help clients achieve long-term financial goals.

Work with the following types of clients

Individual Investors, Businesses, Investment Clubs, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Tax Advice and Services, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$590,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$200,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Education

Bachelor of Science - Finance and Economics Dual Major

Utah State University
08/04/2006 -06/07/2013

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892190/paladinregistry-Adams-Wealth-Advisors-detailed-disclosure.html

Disclaimer

https://adamswealthadvisors.com/privacy-policy/

https://adamswealthadvisors.com/terms-and-conditions/

https://adamswealthadvisors.com/app/uploads/2024/05/2024.05.16-AWA-2A-CCO-change.pdf

https://reports.adviserinfo.sec.gov/crs/crs_286087.pdf

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Paladin Research Report For:

Adams Wealth Advisors

About Brendan Dennis, CFP®