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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mikkelson has been in the financial services industry since May 20, 1986. Brian is currently registered with LPL Financial LLC as a registered representative and investment advisor representative. Brian is also a registered representative in Arizona, California, Colorado, Florida, Idaho, Minnesota, Nevada, North Dakota, South Carolina, South Dakota, Texas, and Wisconsin. Brian has held previous registrations with National Planning Corporation, VOYA Financial Advisors, Inc., Askar Corp., The Great-West Life Assurance Company, and B.C. Christopher Securities Co.. Brian holds the Series 63, Series 65, Series 7, and SIE securities licenses. Brian has been working for LPL Financial LLC since November 29, 2017.
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.
1
2
MN
11/29/2017 - Present
LPL Financial LLC (EDEN PRAIRIE MN)
MN
04/20/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (EDINA MN)
MN
08/29/1994 - 04/22/2016
VOYA FINANCIAL ADVISORS, INC. (EDINA MN)
MN
01/01/1990 - 09/07/1994
ASKAR CORP. (BLOOMINGTON MN)
CO
05/20/1987 - 01/01/1990
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
MO
12/23/1988 - 12/18/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
05/21/1986 - 12/23/1988
MORISON SECURITIES, INC.
IA
Issued 02/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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