Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaine? Claim Your ProfileBlaine Stockert is a financial advisor with over 20 years of experience in the financial services industry. Blaine has been registered with the Securities and Exchange Commission (SEC) since 1999 and holds Series 7, 63 and 65 licenses. He is currently registered with Osaic Wealth, Inc. in North Dakota. Before Osaic Wealth, Blaine was also employed at Investment Centers of America, Inc., Primevest Financial Services, Inc. and Wells Fargo Investments, LLC. Blaine provides a variety of financial services including financial planning, portfolio management, and pension consulting. Blaine is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
10/11/2024 - Present
Osaic Wealth, Inc. (DENVER CO)
ND
06/10/2009 - 07/12/2012
INVESTMENT CENTERS OF AMERICA, INC. (DICKINSON ND)
ND
01/09/2007 - 09/20/2007
PRIMEVEST FINANCIAL SERVICES, INC. (DICKINSON ND)
CA
12/13/2000 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/13/2000 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/07/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 11/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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