Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant Engebretson is a financial advisor with Tradewinds Capital Management, LLC. Bryant has been in the financial services industry since 1994 and holds the Series 7, Series 24, and Series 63 licenses as well as the Series 65 exam. Bryant is a Certified Financial Planner and a Chartered Financial Consultant. Bryant has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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WA
03/25/2008 - Present
Tradewinds Capital Management, LLC (BELLINGHAM WA)
WA
03/18/2008 - 06/16/2009
HARBOR FINANCIAL SERVICES, LLC (BELLINGHAM WA)
WA
03/28/2002 - 03/18/2008
EDWARD JONES (BELLINGHAM WA)
FL
08/17/2000 - 03/19/2002
PENSTAR TRADING, LLC (SARASOTA FL)
MN
07/18/1997 - 08/23/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
03/08/1994 - 07/14/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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