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Bryan Fenn

Advisor at LPL Financial

Updated today

Location

Longs, SC

Credentials

Series 63, Series 65

Industry experience

37 years

About

Bryan Fenn is a financial advisor with OSAIC in Concord, NH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 30 years before joining OSAIC in 2018. Fenn also operates Innovative Financial Group, LLC, a financial services practice focused on insurance and investment products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a range of investment options and advisory programs through a large network of financial advisers.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Longs, SC

Most active in

New Hampshire · South Carolina

Work history

lpl financial

2026 - Present (1 year)

Osaic Wealth, Inc.

2018 - 2026 (8 years)

Signator Investors, inc.

1988 - 2018 (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Francis R

Series 65

North Myrtle Beach, SC

FPR Investments LLC

Francis Rivell is a financial advisor at FPR Investments LLC with one year of industry experience. He holds a Series 65 designation and has prior experience as a property and financial consultant. FPR Investments LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm combines retail wealth management with institutional ERISA and pension consulting, tailoring investment programs to clients' goals, time horizons, and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance
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Denis K

CFP®, ChFC®, Series 63, Series 65

North Myrtle Beach, SC

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Denis Knapschaefer is a CFP® and ChFC® with 28 years of experience in financial services. He has worked at Novus Advisors since 2022 and previously spent a decade at First Financial Wealth Management and over 25 years at First Financial Bank. Outside of his advisory role, he owns a duplex apartment unit in North Myrtle Beach as a personal investment. Novus Advisors manages approximately $203 million for around 366 clients, offering portfolio management and financial planning services for individuals, trusts, estates, and corporate entities. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, and individual securities, and provides ERISA-focused fiduciary consulting and investment management.

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting
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Herman D

ChFC®, Series 63

Little River, SC

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Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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Patrick T

Series 66

North Myrtle Beach, SC

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Patrick Tuite is a financial advisor at Compass Financial Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Glasgow & Associates, LLC, United Brokerage Services Inc, and the Prudential Insurance Company of America. Outside of his advisory role, he is the managing member of MAMB, LLC, a holding company involved in compensation and expense management. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, particularly current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management focused on retirement, operating its own open-architecture wrap fee program and emphasizing asset allocation strategies that separate income and growth components.

Retirement income strategy Income planning Wealth management General retirement planning Founder/Business Owner Retired Religious/faith focused
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Robert J

Series 65

North Myrtle Beach, SC

Encompass More Asset Management LLC

Robert Jacobs is a Series 65-licensed advisor with Encompass More Asset Management LLC, based in North Myrtle Beach, SC, with one year of industry experience. Prior to joining Encompass More, he worked at Airborne Financial Solutions and spent ten years at the Department of Veterans Affairs. Jacobs also works as an independent agent for Advisor Management Group, providing retirement planning advice. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach incorporating quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and HNW investors.

Private / alternative investments
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David M

Series 63, Series 66

Little River, SC

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David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Wealth management
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