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RIA / WealthAdvisor27 years in industry

VALERIE KAY BRENNAN

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

Indianapolis, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 8, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 8, 1999
First registration: Mar 15, 2002
Dual registered: no
Other names: VALERIE KAY BUNTING
IAPD individual key: 3156911

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	Oct 30, 2023	n/a	yes	Indianapolis, IN	Current employment
HUNTLEIGH ADVISORS, INC.	Bd affiliated wealth	Jun 15, 2018	Oct 27, 2023	no	Indianapolis, IN\|ST. LOUIS, MO	Previous registration
WOLFRUM AND CO.	Former SEC adviser	Feb 1, 2018	Apr 4, 2019	no	Indianapolis, IN\|Indianapolis, IN	Previous registration
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Aug 11, 2015	Jan 4, 2018	no	CHICAGO, IL	Previous registration
SOMERSET CPAS, P.C.	n/a	Jul 23, 2015	Nov 29, 2023	no	INDIANAPOLIS, IN	Previous registration
DAVID A. NOYES & COMPANY	Former SEC adviser	Nov 4, 2014	Aug 11, 2015	no	INDIANAPOLIS, IN\|Indianapolis, IN	Previous registration
SOMERSET CPAS, P.C.	n/a	Sep 23, 2003	Dec 2, 2014	no	INDIANAPOLIS, IN	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Mar 15, 2002	Nov 24, 2014	no	INDIANAPOLIS, IN\|CARMEL, IN\|INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOMERSET CPAS, P.C.	SANCTUARY ADVISORS, LLC	Nov 29, 2023	Aug 11, 2015	-3,032	Firm change after gap	Other
HUNTLEIGH ADVISORS, INC.	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Oct 27, 2023	Oct 30, 2023	3	Firm change	Other
WOLFRUM AND CO.	HUNTLEIGH ADVISORS, INC.	Apr 4, 2019	Jun 15, 2018	-293	Firm change after gap	Other
SANCTUARY ADVISORS, LLC	WOLFRUM AND CO.	Jan 4, 2018	Feb 1, 2018	28	Firm change	Other
DAVID A. NOYES & COMPANY	SOMERSET CPAS, P.C.	Aug 11, 2015	Jul 23, 2015	-19	Firm change	Other
SOMERSET CPAS, P.C.	DAVID A. NOYES & COMPANY	Dec 2, 2014	Nov 4, 2014	-28	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	SOMERSET CPAS, P.C.	Nov 24, 2014	Sep 23, 2003	-4,080	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
226606:291243:IL:2018-01-04	Jan 4, 2018	Feb 1, 2018	CHICAGO, IL	Firm change

Relationships

Registered with (7)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Oct 30, 2023 to presentfactForm ADV
→ SOMERSET CPAS, P.C.Registered adviserregistration: previous registration
Jul 23, 2015 to Nov 29, 2023factForm ADV
→ HUNTLEIGH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 15, 2018 to Oct 27, 2023factForm ADV
→ WOLFRUM AND CO.Registered adviserregistration: previous registration
Feb 1, 2018 to Apr 4, 2019factForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 11, 2015 to Jan 4, 2018factForm ADV
→ DAVID A. NOYES & COMPANYRegistered adviserregistration: previous registration
Nov 4, 2014 to Aug 11, 2015factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 15, 2002 to Nov 24, 2014factForm ADV

Dated events

Occurred
Nov 29, 2023
Advisor changed firm
Valerie Kay Brennan left Somerset Cpas, P.C. for Sanctuary Advisors, Llc (registered 2015-08-11)
Form ADVobserved 5 days ago
Occurred
Oct 27, 2023
Advisor changed firm
Valerie Kay Brennan left Huntleigh Advisors, Inc. for Cbiz Investment Advisory Services, Llc (registered 2023-10-30)
Form ADVobserved 5 days ago