Rooted in Support, Built for Growth.

Rooted in Support, Built for Growth.

Our Service

Explore the Academy

  • Brennoni Academy is a self-paced training course created for new advisors, administrators, and receptionists who want to feel more confident navigating LPL Financial’s ClientWorks platform.

    The course allows participants to learn at a comfortable pace while building practical knowledge around daily workflows, core functions, and the operational steps that support a more organized advisory practice.

Built for the Teams Who Keep the Practice Moving

Every strong advisory practice depends on people who are willing to learn, adapt, ask better questions, and grow with confidence.

At Brennoni Services, we believe the administrative side of financial services deserves more guidance, more clarity, and more support. Our work is centered on helping advisor teams feel prepared, capable, and empowered in the systems and processes that shape the client experience.

Because when the team behind the practice grows stronger, the entire practice moves forward.

Discover Our Approach
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  • “I highly recommend Brennoni Services. Kendall and her team were instrumental in getting my new team members up to speed, including one junior operations professional and one experienced professional who was new to LPL. Kendall greatly accelerated both of their learning curves on LPL’s system and, in the rare instance where she did not immediately know how to approach a problem, she diligently worked with LPL’s back office to find the answer and kept us informed throughout the process. If I were a solo advisor looking to hire an assistant, I would give Brennoni a call first. You may be surprised how much they can do without the commitment of a full-time employee.”

    — Sean Kernan, 360 Wealth Management, LPL-affiliated advisor

  • “Working with Kendall was a huge help as I transitioned to LPL after spending more than 10 years at another institution. She helped both me and our operations manager get comfortable with account opening, service requests, Account View, households, and account grouping. What I appreciated most was her flexibility. We started with a structured curriculum, but quickly realized it made more sense to use our biweekly meetings to work through real questions and situations as they came up. Kendall adapted right along with us and always came prepared to help us work through whatever was on our list. She is incredibly knowledgeable, but more importantly, she is a great teacher. She never made us feel like any question was too small and always took the time to explain things in a way that made sense. Kendall did not just answer our questions — she helped us get our footing and become self-sufficient. I would highly recommend Kendall to any advisor, assistant, or operations professional who is new to LPL or looking to build a deeper understanding of the platform.”

    — Abby Valentine, 360 Wealth Management, LPL-affiliated advisor

  • “For the past four years, Kendall has served as an assistant for my financial advisory practice. I have found her to be enthusiastic, conscientious, organized, detail-oriented, and easy to work with. I have been extremely pleased with the service she has provided, and multiple clients have remarked how much they enjoy working with her. I highly recommend Kendall and the support she provides.”

    — Bill Vlahos, Gold Street Wealth Management, LPL-affiliated advisor

  • “Working with Kendall as my executive assistant has been an absolute game-changer for my practice. Her attention to detail and proactive approach to managing operational workflows — from coordinating complex client paperwork and transfers to tracking pending new business — allows me to focus fully on my clients’ financial planning needs. Kendall brings a rare combination of exceptional organization and outstanding client service. She handles every client interaction with professionalism, warmth, and care, ensuring our clients always feel supported and valued. I am incredibly grateful for her dedication, reliability, and the high standard of excellence she brings to our team every single day.”

    — Hannah Raynes, Raynes Investments, Inc., LPL-affiliated advisor

  • “Kendall has been an outstanding part of the CR Financial Services client experience. She brings professionalism, responsiveness, and attention to detail to every relationship she supports. Her onboarding expertise is especially valuable for our wealth management clients and executives. From estate and trust documentation to account setup, transfer paperwork, beneficiary coordination, and follow-up items, Kendall helps ensure each process is organized, accurate, and communicated clearly from start to finish. She is proactive, thorough, and committed to making what can often be a complex onboarding process feel seamless and well coordinated. Kendall’s service mindset and precision make a meaningful difference for our clients, their families, and our broader team.”

    — Ryan Sittauer, CR Financial Services, LPL-affiliated advisor