Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Marie Kvam is a financial advisor with over 16 years of experience in the industry. Brianna has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. She is currently registered with Robert W. Baird & Co. Inc. and is licensed to provide investment advice in Minnesota and Wisconsin. Brianna previously held positions at RBC Capital Markets, LLC, U.S. Bancorp Investments, Inc., Ameriprise Financial Services, Inc., and UBS Financial Services Inc. She holds the Series 66, 9, 10, 24, 7, and SIE licenses. Brianna has a strong commitment to providing her clients with personalized financial 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
06/29/2023 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
MN
06/22/2020 - 07/13/2023
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
03/06/2014 - 06/26/2020
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
10/28/2009 - 03/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
06/20/2007 - 10/14/2009
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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