Brendan Wise (CRD# 6589016) is an Investment Advisor Representative working at Creative Planning in Minneapolis, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Cetera Advisor Networks LLC
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Minneapolis, MN | Oct 2022 - Current | < 1 |
| Wipfli Financial Advisors, LLC | Minneapolis, MN | Jun 2021 - Sep 2022 | 1 |
| Unemployed | Minneapolis, MN | Mar 2021 - Jun 2021 | < 1 |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis, MN | Jul 2018 - Feb 2021 | 2 |
| Unemployed | Chanhassen, MN | Mar 2018 - Jul 2018 | < 1 |
| Ubs Financial Services Inc. | Wayzata, MN | May 2017 - Mar 2018 | < 1 |
| Rbc Wealth Management | Minneapolis, MN | Aug 2015 - Apr 2017 | 1 |
| Telecom Technologies | Eagan, MN | Jun 2015 - Jul 2015 | < 1 |
| Jnba Financial Advisors | Bloomington, MN | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- MN
-
Total Assets Under Management130,527MILLIONS
-
Total Number of Accounts204,119ACCOUNTS
-
Average Account Value$639,465
- 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 pooled investment vehicles (other than investment companies)
- 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
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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