About Barb
Using her in-depth knowledge of the equity and fixed income markets, Barb creates customized financial planning strategies tailored to meet the client’s investment objectives and long term goals. In addition to Financial Planning, Barb is a specialist in providing strategies and educating members on the necessity of Long Term Care Insurance, as well as asset transfer.
Barb lives in Wauwatosa with her spoiled boxer, enjoys travel, KU Basketball and is an avid swimmer and cross country skier.
Education
Barb Brennan is a graduate of the University of Kansas at Lawrence.
Background
Barb has been in the financial services industry for over 25 years and holds Series 7 and 63 securities registration through LPL Financial. She also carries Life and Health Insurance licenses in the state of Wisconsin.
Areas Served
- Grafton
- West Bend
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Landmark Credit Union Guaranteed | Not Landmark Credit Union Deposits or Obligations | May Lose Value |
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