Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Bakke is a financial advisor with Ameriprise Financial Services, LLC. Everett has been in the industry since 2000 and holds licenses in multiple states. Everett has a strong background in financial planning and investment management, offering a variety of services to individuals, businesses, and institutions. Everett has held several previous positions in the financial services industry, including at Thrivent Investment Management Inc. and IDS Life Insurance Company.
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.
Asset allocation services
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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2
MN
10/24/2023 - Present
Ameriprise Financial Services, LLC (Edina MN)
MN
08/14/2009 - 07/01/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/02/2009 - 07/24/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
07/27/2006 - 04/01/2009
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
11/03/2004 - 06/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/03/2004 - 06/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
03/30/2001 - 10/11/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
02/02/2000 - 03/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/2000 - 03/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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