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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Bengtson is an experienced financial advisor who has been in the industry since 2005. Brett has a broad range of experience working for several firms, including Stifel, Nicolaus & Company, Incorporated, Jackson National Life Distributors LLC, Investment Centers of America, Inc., and LPL FINANCIAL LLC, before joining Ameriprise Financial Services, LLC in 2020. Brett holds Series 7, 24, 63, and 66 licenses and is registered to provide investment advice in 18 states. Brett has expertise in working with individuals, trusts/estates, corporations/businesses, and pension and profit-sharing plans.
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
CO
09/11/2020 - Present
Ameriprise Financial Services, LLC (Arvada CO)
CO
11/29/2017 - 09/23/2020
LPL FINANCIAL LLC (ARVADA CO)
CO
08/19/2010 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (ARVADA CO)
CO
11/21/2005 - 09/01/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MO
01/26/2005 - 11/07/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 02/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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