Brennen Newton has been an investment adviser representative at Private Client Advisor Group since June 2024, and is not listed among the firm’s executive officers or direct owners. Brennen Newton studied B.G.S in Economics at The University of Kansas. Brennen Newton studied at Drake University.
Private Client Advisor Group, LLC is a Palm City, FL firm with $110M under management, 190 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Brennen Newton is Owner of OMADA. He and Bryan Newton established OMADA after working with clients at a captive agency for a few years and then joining an RIA. The two lead the firm together.
Brennen Newton’s longest registration was 4 years at Woodbury Financial Services, Inc. (2017–2022). Before joining Private Client Advisor Group in 2024, Brennen Newton was registered through Owlfi and Woodbury Financial Services, Inc.
- – present · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 330038
- Owlfi– · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 311854
- Woodbury Financial Services, Inc.– · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 421
- Principal Securities, Inc.– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Brennen Newton is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2024; the most recent is Texas, in July 2024.
- KansasSince 13 June 2024
- TexasResidentSince 1 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 March 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brennen Sean Newton
- CRD
- 6068327
- Firm
- Private Client Advisor Group · CRD 330038
- Office
- 40 Corporate Woods, 9401 Indian Creek Pkwy Ste 680, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omadafinancial.com
Where does Brennen Newton work?
Brennen Newton is an investment adviser representative registered through Private Client Advisor Group, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brennen Newton a financial advisor?
Yes. Brennen Newton has a current investment-adviser registration in Kansas and Texas, through Private Client Advisor Group since June 2024.
How many years of experience does Brennen Newton have?
Brennen Newton has 11 years in the financial industry, since July 2015, across 4 adviser firms.
What exams has Brennen Newton passed?
Brennen Newton has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in July 2015. FINRA credited Brennen Newton with the SIE, which began in October 2018.
Where did Brennen Newton work before Private Client Advisor Group?
Before Private Client Advisor Group, Brennen Newton was registered through Woodbury Financial Services, Inc., August 2017 to February 2022; Principal Securities, Inc., January 2016 to August 2017.
Where is Brennen Newton based?
Brennen Newton’s registered office is in Overland Park, KS.
Is Brennen Newton registered with FINRA?
No. Brennen Newton has no current broker registration.
How can I verify Brennen Newton’s record?
Search CRD 6068327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brennen Newton’s full registration record.