Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Gundberg is a financial advisor at Edward Jones. Brent has been in the financial services industry since November 27, 2017. Brent holds Series 6, 7, 63, and 66 licenses and the SIE exam. Brent has a focus on helping individuals and families achieve their financial goals. Brent's previous experience includes roles at LPL Financial LLC, BANCWEST INVESTMENT SERVICES, INC., and COUNTRY CAPITAL MANAGEMENT COMPANY. Brent is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states. Brent specializes in helping individuals and families with retirement planning, college savings, and estate planning.
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.
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.
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.
See schedule d - miscellaneous
1
2
MN
08/07/2023 - Present
Edward Jones (FERGUS FALLS MN)
MN
07/19/2023 - 08/22/2023
LPL FINANCIAL LLC (BLAINE MN)
MN
02/22/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BLAINE MN)
MN
06/19/2012 - 09/12/2012
COUNTRY CAPITAL MANAGEMENT COMPANY (ALEXANDRIA MN)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2012
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
Not sure Brent Gundberg is the right advisor for you? Invested Better is here to help.
