Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bovee is a financial advisor with over 28 years of experience in the industry. Brian is registered with Osaic Wealth, Inc., a firm with a history of providing financial services to individuals, families, and businesses. Brian has served as a financial advisor and consultant to many clients in Minnesota and across the country. Brian is a Registered Representative (Series 7, 63, 66, and 24) and Investment Advisor Representative. Brian is a member of the Financial Industry Regulatory Authority (FINRA).
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
12/04/2024 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
MN
02/23/1995 - 05/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/1995 - 05/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Bovee is the right advisor for you? Invested Better is here to help.
