Brett Wilson (CRD# 5899509) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Minneapolis, MN and has over 12 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 |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2020 - Current | 3 |
| Thrivent Advisor Network, Llc D/b/a Perspective Planning Partner | Lincoln, NE | May 2020 - Current | 4 |
| Thrivent Investment Management Inc. | Lincoln, NE | Oct 2017 - May 2020 | 2 |
| Thrivent Financial | Appleton, WI | Oct 2017 - May 2020 | 2 |
| Ameriprise Financial Services, Inc. | Lincoln, NE | May 2016 - Oct 2017 | 1 |
| Morgan Stanley | Lincoln, NE | May 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- NE
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- 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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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