Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Bakken is a financial advisor with over 27 years of experience in the industry. Brad is currently registered with LPL Financial LLC and has previously worked with CETERA INVESTMENT SERVICES LLC, BANCWEST INVESTMENT SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC., THRIVENT INVESTMENT MANAGEMENT INC., PRUCO SECURITIES CORPORATION, and LUTHERAN BROTHERHOOD SECURITIES CORP. Brad has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Brad 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/29/2023 - Present
LPL Financial LLC (HAWLEY MN)
MN
06/25/2012 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (HAWLEY MN)
ND
05/17/2006 - 06/28/2012
BANCWEST INVESTMENT SERVICES, INC. (WAHPETON ND)
MN
04/26/2004 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (BRECKENRIDGE MN)
MN
08/20/2003 - 04/29/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NJ
09/27/2002 - 08/07/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
07/01/2002 - 10/04/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/27/1994 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brad Bakken is the right advisor for you? Invested Better is here to help.
