Brendan Crews, CFP<sup>&reg;</sup> - Financial Advisor

Brendan Crews, CFP®

Financial Advisor

Daviman Financial

11650 Olio Rd., Ste. 1000-286
Fishers, IN 46037
FINANCIAL ADVISOR'S WEBSITE
(317) 207-0088 CONNECT WITH Brendan
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General

Brendan Crews is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daviman Financial in Fishers, IN and the surrounding communities.

Financial Advisor Overview

With education and process at our core, we help our clients identify and address concerns in almost every aspect of their financial life including investment management, retirement, education, estate, tax planning, and risk management. Working together to help focus and prioritize their goals, we design a unique, coordinated strategy, resulting in better financial outcomes and peace of mind.

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Financial Advisor Experience

I started my career in the Financial Services Industry with New York Life as an agent and registered representative. I transitioned to an Investment Advisor under their RIA channel known as Eagle Strategies, LLC where I expanded my work to include comprehensive financial planning. I currently serve as a Portfolio Manager and Investment Advisor Representative at Daviman Financial LLC, an independent Registered Investment Advisory firm founded to bring a higher level of service to clients through increased education, transparency and evidence based investing.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: IN, MI, IL
  • Health/disability insurance: IN, MI, IL
  • Fixed annuities: IN, MI, IL
  • Variable annuities: IN, MI, IL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Starting a Family, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources