Brian Hendey (CRD# 6030532) is an Investment Advisor Representative working at Principal Securities, Inc. in Vadnais Heights, MN and has over 11 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Advised Services | Vadnais Heights, MN | Feb 2024 - Current | < 1 |
Principal Securities Inc. | Vadnais Heights, MN | Jun 2021 - Current | 3 |
Principal Life Insurance Co | Vadnais Heights, MN | May 2021 - Current | 3 |
Wells Fargo Clearing Services, LLC | Roseville, MN | Nov 2016 - May 2021 | 4 |
Wells Fargo Advisors LLC | Roseville, MN | May 2006 - Nov 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2012 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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