Brett Nesdahl, financial advisor Minot ND

Brett Nesdahl

CRD Number: 2846599
Current Firm: Lpl Financial LLC

Brett Nesdahl (CRD# 2846599) is an Investment Advisor Representative working at Lpl Financial LLC in Minot, ND and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Minot, ND Aug 2019 - Current 4
Capital Financial Services, Inc. Minot, ND Oct 2008 - Aug 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Brett E. Nesdahl
Phone Number: 704-733-3300
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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