Robert Brainard (CRD# 2988057) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Austin, MN and has over 26 years of experience in the finance industry.
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 5853221
Intellicents Investment Solutions Inc.
CRD# 5532996
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Owatonna, MN | Dec 2023 - Current | < 1 |
| Brainard & Associates, LLC | Peoria, AZ | Jun 2023 - Dec 2023 | < 1 |
| In The Box Direct Mail LLC | Peoria, AZ | Oct 2021 - Dec 2023 | 2 |
| Allstate Insurance Co | Glendale, AZ | Dec 2016 - May 2023 | 6 |
| Brainard & Associates LLC | Glendale, AZ | Dec 2016 - Sep 2018 | 1 |
| Unemployed | Glendale, AZ | Aug 2016 - Nov 2016 | < 1 |
| Principal Funds Distributor, Inc. | Folsom, CA | Apr 2008 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MN
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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