Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Amundson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bryan has been in the financial services industry since April 2001. Bryan is a Certified Financial Planner and Chartered Financial Analyst. Bryan has experience providing investment advisory services to individuals, families, and businesses. Bryan is also a member of the Investment Committee for the UMD Financial Markets Program Bulldog Fund. Bryan's office is located in Hermantown, MN. Bryan is also registered with the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Michigan, Minnesota, Mississippi, Missouri, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Texas, Washington, and Wisconsin.
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.
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.
Investment consulting services to institutional clients
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.
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MN
03/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HERMANTOWN MN)
MN
01/03/2011 - 03/24/2023
WELLS FARGO CLEARING SERVICES, LLC (DULUTH MN)
MN
03/16/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DULUTH MN)
CA
12/13/2000 - 05/03/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/06/2001 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
07/12/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
03/27/1997 - 09/10/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NY
08/08/1996 - 04/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/11/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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