Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Robert Ullen is a financial advisor with over 20 years of experience in the financial services industry. Brett has been registered with Cetera Investment Advisers LLC since 2024 and has been registered in Minnesota and Texas. Brett has also previously worked with FBL Marketing Services, LLC, Northwestern Mutual Investment Services, LLC, C.R.I. Securities, Inc., and Securian Financial Services, Inc. Brett offers a range of financial planning services, including portfolio management, pension consulting, and educational seminars. Brett is dedicated to helping his clients achieve their financial goals and provides personalized 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.
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.
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
MN
03/21/2024 - Present
Cetera Investment Advisers LLC (BROOKLYN PARK MN)
MN
12/13/2019 - 10/14/2021
FBL MARKETING SERVICES, LLC (Edina MN)
MN
10/07/2002 - 12/17/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
MN
08/14/1999 - 08/06/2002
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
08/14/1999 - 08/06/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 08/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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