Brett Van Sloten (CRD# 6898911) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Decorah, IA and has over 6 years of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 1207113
Ameriprise Financial Services, LLC
CRD# 5054972
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Inc. | Decorah, IA | Jul 2021 - Current | 2 |
| Raymond James Financial Services Advisors | Decorah, IA | Jul 2021 - Current | 2 |
| Dick Cuvelier Financial Services | Decorah, IA | Jul 2021 - Current | 2 |
| Lpl Financial LLC | Decorah, IA | May 2019 - Jul 2021 | 2 |
| Edward Jones | St Louis, MO | Jan 2018 - May 2019 | 1 |
| Beck's Superior Hybrids Inc. | Atlanta, IN | Mar 2015 - Jan 2018 | 2 |
| Jewell Enterprises Inc. | Decorah, IA | Sep 2014 - Feb 2015 | < 1 |
| Baltimore Ravens | Owings Mills, MD | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- IA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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