Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Myles Kinzler is a financial professional with over 12 years of experience in the industry. Bret has a strong background in securities, having passed the Series 6, 7, and SIE exams. Bret is also a Certified Financial Planner™. Bret currently works with Osaic Institutions, Inc. in Fargo, ND. Prior to joining Osaic Institutions, Inc. Bret was associated with ALERUS SECURITIES CORPORATION in Fargo, ND. Bret is registered as an investment advisor representative in several states, including Arizona, Florida, Iowa, Kansas, Minnesota, Montana, North Dakota, and Wyoming. Bret has also worked with Northwestern Mutual Investment Services, LLC, in Fargo, ND. Bret is a valuable resource for clients seeking financial guidance and 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
ND
12/17/2018 - Present
Osaic Institutions, Inc. (Fargo ND)
ND
04/03/2014 - 12/10/2018
ALERUS SECURITIES CORPORATION (FARGO ND)
ND
01/19/2011 - 02/27/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FARGO ND)
BC
Issued 04/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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