Unclaimed
Bradley James Koenck is a financial advisor with Ameriprise Financial Services, LLC. Bradley has been in the financial services industry since August 18, 2004 and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. Bradley is a Registered Representative and Investment Advisor Representative. Bradley is Series 7, 66, and 24 licensed. Bradley has experience in various financial services areas, including financial planning, asset allocation, and portfolio management for individuals and businesses. Bradley's previous experience includes working with RiverSource Distributors, Inc. and Ameriprise Financial Services, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
04/03/2023 - Present
Ameriprise Financial Services, LLC (Bemidji MN)
MN
01/01/2007 - 02/24/2015
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/18/2004 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/18/2004 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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