Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brainard is an investment advisor representative at U.S. Bancorp Investments, Inc.. Robert has been in the industry since 2001 and has experience with a wide range of financial products and services. Robert is currently registered to provide investment advice in Minnesota and Texas.
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
08/05/2024 - Present
U.s. Bancorp Investments, Inc. (Austin MN)
AZ
01/26/2017 - 05/31/2023
ALLSTATE FINANCIAL SERVICES, LLC (Glendale AZ)
CA
04/07/2008 - 07/26/2016
PRINCIPAL FUNDS DISTRIBUTOR, INC. (FOLSOM CA)
NY
10/27/2006 - 04/04/2008
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
OH
02/28/2006 - 10/30/2006
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
NY
05/24/2004 - 02/14/2006
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
SC
11/14/2003 - 01/16/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
08/27/2001 - 08/26/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
06/30/1999 - 05/17/2001
ING PILGRIM SECURITIES, INC. (WINDSOR CT)
NY
01/30/1998 - 06/23/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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