Unclaimed
Bret Robert Johnson is a financial advisor at Ameriprise Financial Services, LLC with over 10 years of experience in the industry. Bret has a Series 7 and Series 66 license. Bret is registered to provide investment advice in 35 states and is also licensed to provide insurance. Bret's previous experience includes working as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. and LPL Financial LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IA
05/11/2015 - Present
Ameriprise Financial Services, LLC (Dubuque IA)
IA
07/29/2011 - 05/20/2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DUBUQUE IA)
IL
07/13/2010 - 06/30/2011
LPL FINANCIAL LLC (GALENA IL)
IL
07/02/2008 - 10/13/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 08/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bret Johnson is the right advisor for you? Invested Better is here to help.