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RIA / WealthAdvisorCertified Financial Planner14 years in industry

DARREN CRAIG BRENNAN

Advisor at LAKESHORE FINANCIAL PLANNING INC.

SAINT CLAIR SHORES, MI

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Search this name across graphsid dfx:ria:9c7a8cc2-684d-6b31-4c2f-a7790893e407

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2013 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: LAKESHORE FINANCIAL PLANNING INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 6, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 6, 2012
First registration: Apr 12, 2013
Dual registered: no
Other names: DARREN CRAIG BRENNAN
IAPD individual key: 6066235

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
LAKESHORE FINANCIAL PLANNING INC.	Independent wealth	Aug 19, 2026	n/a	yes	SAINT CLAIR SHORES, MI	Current employment
KAYDAN WEALTH MANAGEMENT, INC.	Independent wealth	Feb 28, 2018	Aug 24, 2026	no	FENTON, MI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 7, 2017	May 13, 2020	no	FENTON, MI	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jun 5, 2014	Jan 3, 2017	no	NORTHVILLE, MI	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 12, 2013	Nov 22, 2013	no	MT. PLEASANT, MI\|SAGINAW, MI\|WHEELER, MI\|TROY, MI\|SAGINAW, MI	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
KAYDAN WEALTH MANAGEMENT, INC.	LAKESHORE FINANCIAL PLANNING INC.	Aug 24, 2026	Aug 19, 2026	-5	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	KAYDAN WEALTH MANAGEMENT, INC.	May 13, 2020	Feb 28, 2018	-805	Firm change after gap	Other
MERCER GLOBAL ADVISORS INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 3, 2017	Mar 7, 2017	63	Firm change	Other
EQUITABLE ADVISORS, LLC	MERCER GLOBAL ADVISORS INC.	Nov 22, 2013	Jun 5, 2014	195	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
149018:108964:MI:2020-05-13	May 13, 2020	Feb 28, 2018	FENTON, MI	Firm change after gap

Relationships

Registered with (5)

→ LAKESHORE FINANCIAL PLANNING INC.Registered adviserregistration: current employment
Aug 19, 2026 to presentfactForm ADV
→ KAYDAN WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 28, 2018 to Aug 24, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 7, 2017 to May 13, 2020factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jun 5, 2014 to Jan 3, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 12, 2013 to Nov 22, 2013factForm ADV

Dated events

Occurred
Aug 24, 2026
Advisor changed firm
Darren Craig Brennan left Kaydan Wealth Management, Inc. for Lakeshore Financial Planning Inc. (registered 2026-08-19)
Form ADVobserved 5 days ago