Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret James Felknor is a registered representative with Cambridge Investment Research Advisors, Inc. Bret has been in the industry since February 1987. Bret has been with Cambridge Investment Research Advisors, Inc. since May 2010. Bret is also registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc. Bret offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Bret holds the Series 6, 7, and 63 licenses. Bret is located in Excelsior, Minnesota.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MN
05/05/2022 - Present
Cambridge Investment Research Advisors, Inc. (Excelsior MN)
MN
02/20/1987 - 06/04/2010
NEW ENGLAND SECURITIES (MINNETONKA MN)
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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