Bryan Halverson (CRD# 4427811) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minnetonka Beach, MN and has over 14 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 |
|---|---|---|---|
| Riversource Investments | Minneapolis, MN | May 2009 - Current | 14 |
| Riversource Fund Distributors, Inc. | Minneapolis, MN | Jan 2009 - Current | 15 |
| Riversource Distributors, Inc. | Minneapolis, MN | May 2006 - Current | 17 |
| Ameriprise Finanical Advisors Inc. | Plymouth, MN | May 2001 - Current | 22 |
| Ids Life Insurance Company | Plymouth, MN | May 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- IA
- MN
- WI
-
Total Assets Under Management427,058MILLIONS
-
Total Number of Accounts5,495ACCOUNTS
-
Average Account Value$77,717,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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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