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Brenen Michael Hofstadter

TALIS ADVISORY SERVICES, LLC·RICHARDSON, Texas
SIE, Series 7, Series 14, Series 24, Series 63, Series 79TO, Series 99TOClean recordTALIS ADVISORY SERVICES, LLC
3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 4296591Firm CRD# 135145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brenen Michael Hofstadter · RICHARDSON, TX
Registration
CRD #4296591 · TALIS ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TALIS ADVISORY SERVICES, LLC
CRD 135145 · SEC 801-67609
AUM
$366M
Regulatory assets under management
Employees
50
564 client accounts
Services offered by TALIS ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 TALIS ADVISORY SERVICES, LLC →
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Frequently Asked Questions

What services does Brenen Michael Hofstadter offer?
Brenen Michael Hofstadter specializes in Financial Planning, Investment Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Brenen Michael Hofstadter's credentials?
Brenen Michael Hofstadter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brenen Michael Hofstadter located?
Brenen Michael Hofstadter is based in RICHARDSON, Texas, working with TALIS ADVISORY SERVICES, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Brenen Michael Hofstadter charge for services?
Brenen Michael Hofstadter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TALIS ADVISORY SERVICES, LLC?
TALIS ADVISORY SERVICES, LLC has approximately 50 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TALIS ADVISORY SERVICES, LLC

Robert James Lamse
RICHARDSON, TX
Bryce Douglas Gray
RICHARDSON, TX
Heath Adam Flock
RICHARDSON, TX
Jeffrey Brent Everett
RICHARDSON, TX
Michael Wayne Perkins
RICHARDSON, TX

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