Brendan Crews has been an investment adviser representative at Daviman Financial since January 2017, and is not listed among the firm’s executive officers or direct owners. Brendan Crews holds a BS from IUPUI and an MS from IUPUI.
Daviman Financial, LLC is a firm with $234M under management, 256 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Brendan Crews is Financial Planner of Daviman Financial. He started his career with New York Life and worked as an Investment Advisor under its RIA division, Eagle Strategies, where he expanded his work in financial planning and consulting on small business retirement plans. He moved to Daviman Financial as an advisor in 2017.
Brendan Crews’ longest registration is the current one, 9 years at Daviman Financial since 2017. Before joining Daviman Financial in 2017, Brendan Crews was registered through Eagle Strategies LLC.
- Daviman Financial, LLCCurrent– present · 9 yearsNoblesville, IN · Adviser representative · Firm CRD 285030
- Eagle Strategies LLC– · under a yearCarmel, IN · Adviser representative · Firm CRD 110826
Professional designations
Listed by Daviman Financial
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Qualified 401(k) Administrator (QKA®)
Investment adviser representative registrations
Brendan Crews is registered as an investment adviser representative in Indiana, since January 2017.
- IndianaSince 6 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 July 2016 |
| Series 7 | General Securities Representative Examination | 19 March 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brendan Michael Crews
- CRD
- 5960522
- Firm
- Daviman Financial · CRD 285030
- Office
- Noblesville, IN
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- davimanfinancial.com
Where does Brendan Crews work?
Brendan Crews is an investment adviser representative registered through Daviman Financial, LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Brendan Crews a financial advisor?
Yes. Brendan Crews has a current investment-adviser registration in Indiana, through Daviman Financial since January 2017.
How many years of experience does Brendan Crews have?
Brendan Crews has 14 years in the financial industry, since November 2011, across 2 adviser firms.
What exams has Brendan Crews passed?
Brendan Crews has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2011. FINRA credited Brendan Crews with the SIE, which began in October 2018.
Where did Brendan Crews work before Daviman Financial?
Before Daviman Financial, Brendan Crews was registered through Eagle Strategies LLC, August 2016 to January 2017.
Where is Brendan Crews based?
Brendan Crews’ registered office is in Noblesville, IN.
Is Brendan Crews registered with FINRA?
No. Brendan Crews has no current broker registration.
Is Brendan Crews a CFP?
Daviman Financial lists Brendan Crews with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brendan Crews’ record?
Search CRD 5960522 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brendan Crews’ full registration record.
