Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Forsberg is a registered investment advisor representative with U.S. Bancorp Investments, Inc. in Minneapolis, Minnesota. Brooke has been in the securities industry since November 29, 2003. Brooke has a total of 12 years of experience in the industry, most recently as a Financial Advisor at U.S. Bancorp Investments, Inc. Prior to joining U.S. Bancorp Investments, Inc., Brooke worked at Ameriprise Financial Services, Inc. Brooke is registered with the state of Minnesota and has passed several industry exams including the Series 63, Series 65, Series 7 and Series 24. Brooke's firm is focused on providing investment advice and financial planning services to a wide range of clients, including individuals, corporations and charitable organizations. Brooke provides portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
07/25/2014 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
08/14/2007 - 07/16/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/10/2006 - 04/17/2007
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
NY
10/24/2002 - 09/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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