Brady Palzkill (CRD# 7567623) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 2773901
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis, MN | Jan 2024 - Current | < 1 |
| Unemployed | Madison, WI | Aug 2023 - Jan 2024 | < 1 |
| Wisconsin Union | Madison, WI | Oct 2020 - Dec 2023 | 3 |
| University Of Wisconsin-madison | Madison, WI | Aug 2020 - Dec 2023 | 3 |
| Cliftonlarsonallen Wealth Advisors, LLC | Greenwood Village, CO | Jun 2023 - Aug 2023 | < 1 |
| Robert W Baird & Co, Inc. | Madison, WI | May 2022 - Aug 2022 | < 1 |
| Beacon Athletics, LLC | Madison, WI | Apr 2022 - May 2022 | < 1 |
| Mueller Sports Medicing, Inc. | Prairie Du Sac, WI | Jun 2021 - Aug 2021 | < 1 |
| Midwestern Bioag, Inc. | Blue Mounds, WI | Jan 2021 - May 2021 | < 1 |
| Saputo, Inc. | Belmont, WI | Mar 2020 - Aug 2020 | < 1 |
| Unemployed | Mineral Point, WI | Feb 2020 - Mar 2020 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Jan 2020 - Feb 2020 | < 1 |
| Lands End, Inc. | Dodgeville, WI | Dec 2019 - Jan 2020 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Aug 2019 - Dec 2019 | < 1 |
| Hodan Community Services, Inc. | Mineral Point, WI | May 2019 - Aug 2019 | < 1 |
| High Street Sweets LLC | Mineral Point, WI | Jul 2018 - Aug 2019 | 1 |
| Mineral Point High School | Mineral Point, WI | Sep 2016 - May 2019 | 2 |
| Bec Controls Corp | Mineral Point, WI | Nov 2016 - Apr 2019 | 2 |
| Lands End, Inc. | Dodgeville, WI | Jun 2016 - Sep 2016 | < 1 |
| Mineral Point High School | Mineral Point, WI | Sep 2015 - Jun 2016 | < 1 |
| Unemployed | Mineral Point, WI | Jun 2015 - Sep 2015 | < 1 |
| Mineral Point Middle School | Mineral Point, WI | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- MN
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Total Assets Under Management7,978MILLIONS
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Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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