Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Anthony Navara is an Investment Advisor Representative at Robert W. Baird & Co. Inc. in Edina, Minnesota. Brandon has been in the securities industry since August 2001. Brandon has a Series 6, 7, and 66 licenses and is registered with FINRA as well as the states of Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Maryland, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Brandon previously worked at LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, SII INVESTMENTS, INC., THRIVENT INVESTMENT MANAGEMENT INC. and LUTHERAN BROTHERHOOD SECURITIES CORP.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MN
05/22/2019 - Present
Robert W. Baird & Co. Inc. (EDINA MN)
MN
02/05/2007 - 04/23/2013
LPL FINANCIAL LLC (EDINA MN)
MN
02/12/2007 - 04/15/2013
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
09/12/2003 - 02/08/2007
SII INVESTMENTS, INC. (EDINA MN)
MN
07/01/2002 - 09/03/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
08/08/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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