Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Manning is a financial advisor with Ameriprise Financial Services, LLC. Brett has been in the industry since April 2002 and holds a Series 6, 7, and 63 licenses as well as the SIE exam. Brett is registered in 14 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Massachusetts, Minnesota, North Carolina, Texas, Wisconsin, and Wyoming. Brett also holds the Certified Financial Planner designation. Brett has worked for Ameriprise Financial Services, Inc. since September 2005 and has also worked for IDS LIFE INSURANCE COMPANY and LUTHERAN BROTHERHOOD SECURITIES CORP. Brett specializes in retirement planning, college savings, insurance, estate planning and investment management.
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.
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2
MN
09/25/2018 - Present
Ameriprise Financial Services, LLC (New Brighton MN)
MN
09/13/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/02/2001 - 12/12/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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