Brendan Willmann has been Principal and Chief Compliance Officer of Granada Wealth Management since November 2016, is a control person of the firm and directly owns 75% or more of it.
Granada Wealth Management, LLC is a Davidson, NC firm with $171M under management, 76 clients and 1 adviser in one office, as of its March 2026 filing.
Brendan Willmann’s longest registration is the current one, 9 years at Granada Wealth Management since 2016. Before joining Granada Wealth Management in 2016, Brendan Willmann was registered through LPL Financial LLC and Citigroup Global Markets Inc.
- – present · 9 yearsDavidson, NC · Adviser representative · Firm CRD 285812
- LPL Financial LLC– · 7 yearsCincinnati, OH · Adviser representative · Firm CRD 6413
- Citigroup Global Markets Inc.– · 8 yearsCincinnati, OH · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Brendan Willmann is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2017; the most recent is North Carolina, in March 2019.
- North CarolinaSince 19 March 2019
- TexasResidentSince 7 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 April 2009 |
| Series 3 | National Commodity Futures Examination | 25 June 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 October 2000 |
| Series 7 | General Securities Representative Examination | 6 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4252542
- Firm
- Granada Wealth Management · CRD 285812
- Role
- Principal and Chief Compliance Officer
- Office
- 210 DELBURG STREET, SUITE 326, Davidson, NC 28036
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Brendan Willmann work?
Brendan Willmann has been Principal and Chief Compliance Officer of Granada Wealth Management, LLC since November 2016, and is a control person of the firm.
Is Brendan Willmann a financial advisor?
Yes. Brendan Willmann has a current investment-adviser registration in North Carolina and Texas, through Granada Wealth Management since November 2016.
How many years of experience does Brendan Willmann have?
Brendan Willmann has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Brendan Willmann passed?
Brendan Willmann has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 3 and Series 24. The earliest, the Series 7, was passed in September 2000. FINRA credited Brendan Willmann with the SIE, which began in October 2018.
Where did Brendan Willmann work before Granada Wealth Management?
Before Granada Wealth Management, Brendan Willmann was registered through Citigroup Global Markets Inc., December 2000 to February 2009.
Where is Brendan Willmann based?
Brendan Willmann’s registered office is in Davidson, NC.
Is Brendan Willmann registered with FINRA?
No. Brendan Willmann has no current broker registration.
How can I verify Brendan Willmann’s record?
Search CRD 4252542 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brendan Willmann’s full registration record.