Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Michael Kasak is a financial advisor at LPL Financial LLC, an independent broker/dealer with offices in Lakeville, Minnesota. Brett has been in the financial services industry since 1991. Previously, Brett was a financial advisor at U.S. Bancorp Investments, Inc. and U.S. Bancorp Piper Jaffray Inc.. Brett is licensed to provide investment advice in Minnesota and Wisconsin. Brett has been a registered representative of the Financial Industry Regulatory Authority (FINRA) since 1991. Brett offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/29/2022 - Present
LPL Financial LLC (LAKEVILLE MN)
MN
11/25/1999 - 05/13/2022
U.S. BANCORP INVESTMENTS, INC. (BLOOMINGTON MN)
MN
02/24/2000 - 04/12/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
TX
02/18/1999 - 11/10/1999
AFS BROKERAGE, INC. (AUSTIN TX)
MN
06/30/1993 - 01/08/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
03/06/1991 - 07/06/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/06/1991 - 07/06/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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