Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Ohara is an investment advisor representative associated with Thrivent Investment Management Inc. He is a licensed representative in Minnesota with both broker-dealer and investment advisor registrations. Brandon has been in the securities industry since 2005. His previous experience includes work with LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, Cetera Advisor Networks LLC, and other firms. Brandon has Series 7, 24, 52, 53, and 66 securities licenses. He focuses on financial planning and portfolio management for individuals, churches, and non-profit sharing retirement accounts.
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.
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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MN
07/17/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
09/16/2022 - 03/25/2024
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
09/28/2022 - 02/23/2024
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
03/15/2019 - 08/11/2022
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
03/04/2010 - 02/22/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
05/16/2005 - 02/05/2010
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
08/05/2004 - 03/08/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/05/2004 - 03/08/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/2005
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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