Rooted in Support, Built for Growth.

Rooted in Support, Built for Growth.

Now Accepting New Advisor Partnerships |

Now Accepting New Advisor Partnerships |

Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

Work With Us

  • Our academy is specifically designed to equip new advisors, administrators, and receptionists with the necessary skills to effectively operate within the LPL Financial platform ClientWorks. Over the course of six weeks, participants will gain a comprehensive understanding of the fundamental concepts and advanced functionalities, ensuring a seamless transition into their roles.

  • During your transition to LPL Financial, our team will collaborate closely with you and your clients. We recognize that this period may be challenging and demanding, and we are committed to providing our experienced professionals with the necessary support and management to ensure a seamless transition.

Built to Support the Work Behind the Practice

Behind every strong advisory practice is a need for structure, consistency, and dependable operational support. Our team was created to help advisors feel more organized, more confident, and less burdened by the administrative responsibilities that can pull focus away from client relationships and business growth.

With practical financial industry experience and a service-first approach, we help bring clarity and steadiness to the daily operations that keep a practice moving forward.

Discover Our Approach
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  • “I highly recommend Brennoni Services. Kendall and her team were instrumental in getting my new team members up to speed, including one junior operations professional and one experienced professional who was new to LPL. Kendall greatly accelerated both of their learning curves on LPL’s system, stayed diligent when issues required additional research, and kept us informed throughout the process. If I were a solo advisor looking to hire an assistant, I would call Brennoni first.”

    — Sean Kernan, 360 Wealth Management, LPL-affiliated advisor

  • “Working with Kendall was a huge help as I transitioned to LPL after spending more than 10 years at another institution. She helped me and our operations manager get comfortable with account opening, service requests, Account View, households, and account grouping. Kendall was flexible, knowledgeable, and a great teacher. The best compliment I can give is that we are ending our engagement because it was successful — she helped us build the tools and confidence to become self-sufficient.”

    — Abby Valentine, 360 Wealth Management, LPL-affiliated advisor

  • “For the past four years, Kendall has served as my assistant for my financial advisory practice. I have found her to be enthusiastic, conscientious, organized, detail-oriented, and easy to work with. I have been extremely pleased with the service she has provided, and multiple clients have remarked how much they enjoy working with her. I can recommend her highly.”

    — Bill Vlahos, Gold Street Wealth Management, LPL-affiliated advisor