Unclaimed
Brad Nordin is a financial professional with over 25 years of experience in the industry. Brad is currently registered with Packerland Brokerage Services, Inc. and has been with the firm since January 2006. Brad is licensed in California, Florida, Michigan, Missouri, South Dakota, and Wisconsin. In addition to his current registration with Packerland Brokerage Services, Inc., Brad has held previous registrations with Wells Fargo Investments, LLC and Primevest Financial Services, Inc. Brad provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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
MI
05/14/2010 - Present
Packerland Brokerage Services, Inc. (ESCANABA MI)
CA
03/13/2002 - 10/06/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
05/19/1997 - 03/20/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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