Brennan Skon has been an investment adviser representative at The Advocate Group since November 2024, and is not listed among the firm’s executive officers or direct owners.
The Advocate Group, LLC is a Minnetonka, MN firm with $810M under management, 394 clients and 11 advisers in one office, as of its September 2026 filing.
Brennan Skon’s longest registration was 2 years at Schwarz Dygos Wheeler Investment Advisors LLC (2022–2024). Before joining The Advocate Group in 2024, Brennan Skon was registered through Schwarz Dygos Wheeler Investment Advisors LLC.
- The Advocate Group, LLCCurrent– present · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 155270
- Schwarz Dygos Wheeler Investment Advisors LLC– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 147384
Investment adviser representative registrations
Brennan Skon is registered as an investment adviser representative in Minnesota, since November 2024.
- MinnesotaSince 5 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2018 |
| Series 7 | General Securities Representative Examination | 3 August 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brennan Paul Skon
- CRD
- 6966748
- Firm
- The Advocate Group · CRD 155270
- Office
- 701 CARLSON PARKWAY, SUITE 520, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Brennan Skon work?
Brennan Skon is an investment adviser representative registered through The Advocate Group, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brennan Skon a financial advisor?
Yes. Brennan Skon has a current investment-adviser registration in Minnesota, through The Advocate Group since November 2024.
How many years of experience does Brennan Skon have?
Brennan Skon has 5 years in the financial industry, since April 2021, across 2 adviser firms.
What exams has Brennan Skon passed?
Brennan Skon has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2018. FINRA credited Brennan Skon with the SIE, which began in October 2018.
Where did Brennan Skon work before The Advocate Group?
Before The Advocate Group, Brennan Skon was registered through Schwarz Dygos Wheeler Investment Advisors LLC, October 2022 to October 2024.
Where is Brennan Skon based?
Brennan Skon’s registered office is in Minnetonka, MN.
Is Brennan Skon registered with FINRA?
No. Brennan Skon has no current broker registration.
How can I verify Brennan Skon’s record?
Search CRD 6966748 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brennan Skon’s full registration record.