Unclaimed Profile

Brea Nicole Morrison Dantin

PROCOURSE FIDUCIARY ADVISORS, LLC·CARMEL, Indiana

Series 7, Series 66Clean record21 years registeredPROCOURSE FIDUCIARY ADVISORS, LLC

571 MONON BLVD, CARMEL, IN 46032CRD# 4430268Firm CRD# 164328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brea Nicole Morrison Dantin · CARMEL, IN

Registration

CRD #4430268 · PROCOURSE FIDUCIARY ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Mar 2026 – present

MJ RETIREMENT

Jun 2012 – Jan 2026

CARMEL, IN

STIFEL, NICOLAUS & COMPANY, INCORPORATED

May 2005 – Jun 2012

INDIANAPOLIS, IN

MCDONALD INVESTMENTS INC.

Jan 2005 – May 2005

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 6, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROCOURSE FIDUCIARY ADVISORS, LLC

CRD 164328 · SEC 801-76741

AUM

$4.4B

Regulatory assets under management

Employees

314 client accounts

Services offered by PROCOURSE FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROCOURSE FIDUCIARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brea Nicole Morrison Dantin offer?

Brea Nicole Morrison Dantin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Brea Nicole Morrison Dantin's credentials?

Brea Nicole Morrison Dantin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brea Nicole Morrison Dantin located?

Brea Nicole Morrison Dantin is based in CARMEL, Indiana, working with PROCOURSE FIDUCIARY ADVISORS, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Brea Nicole Morrison Dantin charge for services?

Brea Nicole Morrison Dantin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROCOURSE FIDUCIARY ADVISORS, LLC?

PROCOURSE FIDUCIARY ADVISORS, LLC has approximately 11 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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