Brendan Feury, Cfa
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Brendan Feury, Cfa Email & Phone Number

Integration Coordinator at Creative Planning
Location: Nottingham, Maryland, United States 6 work roles 3 schools
1 work email found @burtwealth.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email b****@burtwealth.com
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Current company
Creative Planning
Role
Integration Coordinator
Location
Nottingham, Maryland, United States
Company size
1946 employees

Who is Brendan Feury, Cfa? Overview

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Quick answer

Brendan Feury, Cfa is listed as Integration Coordinator at Creative Planning, a with 1946 employees, based in Nottingham, Maryland, United States. AeroLeads shows a work email signal at burtwealth.com and a matched LinkedIn profile for Brendan Feury, Cfa.

Brendan Feury, Cfa previously worked as Research Analyst at Burt Wealth Advisors and Due Diligence Analyst at Ameritas Investment Corp.. Brendan Feury, Cfa holds Msf, Finance from Loyola University Maryland.

Company email context

Email format at Creative Planning

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*@burtwealth.com
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Profile bio

About Brendan Feury, Cfa

As the Research Analyst for Burt Wealth Advisors, I am responsible for monitoring portfolio investments and researching trends within the capital markets. Using a blend of proprietary and third-party investment research, I work with our Investment Committee to craft strategic and tactical investment strategies for our clients. In this position, I am able to draw on my extensive and diverse experiences in the investment industry which include investment analysis and due diligence, portfolio management, asset allocation and trading. In addition to my professional experiences, I am also able to leverage my education background having received a Bachelor of Science in Finance from West Virginia University and a Master of Science in Finance from Loyola College (MD). During my time at Loyola I had the opportunity to manage a portion of the school's endowment fund and was inducted into the international business honor society of Beta Gamma Sigma. In 2016, I successfully completed the requirements to become a CFA Charterholder. For over 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation. Contact Info: 301-770-9880, bfeury@burtwealth.com or www.burtwealth.com

Listed skills include Investments, Equities, Mutual Funds, Securities, and 7 others.

Current workplace

Brendan Feury, Cfa's current company

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Creative Planning
Creative Planning
Integration Coordinator
Washington, DC, US
Website
creativeplanning.com
Employees
1946
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Company profile
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6 roles

Brendan Feury, Cfa work experience

A career timeline built from the work history available for this profile.

Research Analyst

Burt Wealth Advisors

6010 Executive Blvd, Rockville, Md

Independent SEC Registered Investment Advisor

Due Diligence Analyst

Ameritas Investment Corp.

4550 Montgomery Ave., Bethesda, Md

Insurance Affiliated Broker/Dealer

May 2007 - Dec 2009

Uit Trader

Ferris, Baker Watts

100 Light Street, Baltimore, Md

DC based Investment Bank (acquired by RBC)

Jun 1999 - Dec 2001
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

TZ Tom Zgainer Tom Zgainer Colleague at Creative PlanningScottsdale, Arizona, United States View → WH Whitney Hill, Cfp® Whitney Hill, Cfp® Colleague at Creative PlanningDurham, North Carolina, United States View → JW Jessica Wilson Jessica Wilson Colleague at Creative PlanningKansas City Metropolitan Area, United States View → BB Ben Briggs, Cpa, Cfp®, Ms Ben Briggs, Cpa, Cfp®, Ms Colleague at Creative PlanningSan Francisco Bay Area, United States View → KM Kyle Mack Kyle Mack Colleague at Creative PlanningKansas City Metropolitan Area, United States View → BH Brayden Harden Brayden Harden Colleague at Creative PlanningTopeka, Kansas, United States View → JE Jesse Espinoza, Mba, Cfp® Jesse Espinoza, Mba, Cfp® Colleague at Creative PlanningCorona, California, United States View → PM Patrick Mcknight, Cfp® Patrick Mcknight, Cfp® Colleague at Creative PlanningGreater Rockford Area, United States View → JJ Jeremias Juarez Jeremias Juarez Colleague at Creative PlanningAtlanta, Georgia, United States View → MC Michelle Calhoun Michelle Calhoun Colleague at Creative PlanningSmithville, Missouri, United States View →
3 education records

Brendan Feury, Cfa education

Msf, Finance

Loyola University Maryland

Activities and Societies: Managed portion of college endowment in 2008 - Member Beta Gamma Sigma, international business honor society.

Bsba, Finance

West Virginia University

Activities and Societies: Achieved highest score on WVU Financial Proficiency Exam among graduating classCourse work included Accounting.

Education record

Dulaney
FAQ

Frequently asked questions about Brendan Feury, Cfa

Quick answers generated from the profile data available on this page.

What company does Brendan Feury, Cfa work for?

Brendan Feury, Cfa works for Creative Planning.

What is Brendan Feury, Cfa's role at Creative Planning?

Brendan Feury, Cfa is listed as Integration Coordinator at Creative Planning.

What is Brendan Feury, Cfa's email address?

AeroLeads has found 1 work email signal at @burtwealth.com for Brendan Feury, Cfa at Creative Planning.

Where is Brendan Feury, Cfa based?

Brendan Feury, Cfa is based in Nottingham, Maryland, United States while working with Creative Planning.

What companies has Brendan Feury, Cfa worked for?

Brendan Feury, Cfa has worked for Creative Planning, Burt Wealth Advisors, Ameritas Investment Corp., Ameriprise Financial Services, Inc., and Ferris, Baker Watts.

Who are Brendan Feury, Cfa's colleagues at Creative Planning?

Brendan Feury, Cfa's colleagues at Creative Planning include Tom Zgainer, Whitney Hill, Cfp®, Jessica Wilson, Ben Briggs, Cpa, Cfp®, Ms, and Kyle Mack.

How can I contact Brendan Feury, Cfa?

You can use AeroLeads to view verified contact signals for Brendan Feury, Cfa at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Brendan Feury, Cfa attend?

Brendan Feury, Cfa holds Msf, Finance from Loyola University Maryland.

What skills is Brendan Feury, Cfa known for?

Brendan Feury, Cfa is listed with skills including Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, and Wealth Management.

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