Brendan
White
Janiczek Wealth Management
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About this Advisor
Brendan White is a financial advisor based in Denver, Colorado, working with Janiczek Wealth Management. Brendan has previously held positions at Charles Schwab & Co., Inc, Stetson University, Macy's, Sports Club Of Naples, Gulf Coast High School, and Janiczek Wealth Management LLC. Brendan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Brendan is part of Janiczek Wealth Management, which operates out of Denver, Colorado. The firm has 2 offices and 10 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Janiczek Wealth Management includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janiczek Wealth Management Brokerage Details
$1,122,588,671
10
1,397
$803,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brendan White Work History
Janiczek Wealth Management LLC
Charles Schwab & Co., Inc
Charles Schwab & Co., Inc
Sports Club Of Naples
Stetson University
Macy'S
Stetson University
Gulf Coast High School
Disclosures
Please visit the SEC profile of Brendan White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janiczek Wealth Management
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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