Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Boraas is a financial advisor with LPL Financial LLC. Brent has been in the financial services industry since 1996 and has a strong track record of success in helping clients achieve their financial goals. Brent is a Certified Financial Planner and has a Series 7, 63, 66 and 24 license. Brent specializes in working with individuals, families, and businesses in providing financial planning, portfolio management and investment advisory services. Prior to joining LPL Financial LLC, Brent worked for Invest Financial Corporation and Thrivent Investment Management Inc. Brent is committed to providing his clients with personalized service and a high level of expertise.
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
02/14/2018 - Present
LPL Financial LLC (ALEXANDRIA MN)
MN
07/06/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (ALEXANDRIA MN)
MN
07/01/2002 - 07/15/2009
THRIVENT INVESTMENT MANAGEMENT INC. (ALEXANDRIA MN)
MN
08/16/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 01/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Boraas is the right advisor for you? Invested Better is here to help.
