Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Muhlke is a financial advisor with U.s. Bancorp Investments, Inc., registered with the state of Missouri. Brett has over 24 years of experience in the financial industry. Brett works with a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Brett holds Series 7, 24, 52, 53, 55, 57, 63, 66, and 79 licenses. Brett's previous employment experience includes working for Scottrade, Inc. Brett is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
11/29/2005 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MO
09/21/1998 - 06/04/2004
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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