DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brennan Vincent Krengel
Feed of 09/14/2026
At current firm
0 y
since Dec 3, 2025
In the industry
23 y
since Apr 17, 2003 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Secure Asset Management, L.L.C. independent RIA currentsince Dec 3, 2025 · Troy, Mi
- LPL Financial LLC BD affiliatedFeb 1, 2024 to Dec 9, 2025 · St. Clair Shores, Mi
- Osaic Institutions, Inc. BD affiliatedDec 7, 2020 to Feb 1, 2024 · Detroit, Mi
- Cetera Investment Advisers LLC BD affiliatedApr 9, 2020 to Nov 23, 2020 · Troy, Mi
- Comerica Securities formerJun 30, 2015 to Mar 12, 2020 · Detroit, Mi
- Osiwala Financial Group, LLC unclassifiedFeb 26, 2014 to Feb 18, 2015 · Troy, Mi
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerOct 2, 2013 to Mar 9, 2015 · Bingham Farms, Mi
- Chase Investment Services Corp. formerJul 5, 2007 to Oct 30, 2008 · Birmingham, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 17, 2004 to Jul 11, 2006 · Bloomfield Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Secure Asset Management, L.L.C.left Dec 9, 2025, registered Dec 3, 2025 (-6 days) · Affiliated broker-dealer or bank to independent RIA
- Osaic Institutions, Inc. to LPL Financial LLCleft Feb 1, 2024, registered Feb 1, 2024 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Cetera Investment Advisers LLC to Osaic Institutions, Inc.left Nov 23, 2020, registered Dec 7, 2020 (14 days) · Affiliated broker-dealer or bank to another
- Comerica Securities to Cetera Investment Advisers LLCleft Mar 12, 2020, registered Apr 9, 2020 (28 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Osiwala Financial Group, LLCleft Mar 9, 2015, registered Feb 26, 2014 (-376 days) · Other
- Osiwala Financial Group, LLC to Comerica Securitiesleft Feb 18, 2015, registered Jun 30, 2015 (132 days) · Other
- Chase Investment Services Corp. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Oct 30, 2008, registered Oct 2, 2013 (1798 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.left Jul 11, 2006, registered Jul 5, 2007 (359 days) · Other
Signals
- Brennan Vincent Krengel left Lpl Financial Llc for Secure Asset Management, L.L.C. (registered 2025-12-03)Dec 9, 2025 · Advisor changed firm · fact
- Brennan Vincent Krengel left Osaic Institutions, Inc. for Lpl Financial Llc (registered 2024-02-01)Feb 1, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address