Cassandra Milbrandt, financial advisor Minneapolis MN

Cassandra Milbrandt

CRD Number: 5288818
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cassandra Milbrandt (CRD# 5288818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Minneapolis, MN and has over 5 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Minneapolis MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Chad Aaberg, financial advisor Minneapolis MN
Chad D. Aaberg
CRD# 4618120
Thrivent Advisor Network, LLC
Similar Advisors
Robert Aamodt, financial advisor Minneapolis MN
Robert P. Aamodt
CRD# 3037835
Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. Paul, MN Jan 2007 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
S63 Uniform Securities State Law Examination Feb 2019
Contact Info for Cassandra A. Milbrandt
Phone Number: 800-637-7455
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.