Cassandra Brose, financial advisor Saint Louis Park MN
88 score

Cassandra Brose

CRD Number: 5971200
Current Firm: Harbour Investments, Inc.

Cassandra Brose (CRD# 5971200) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saint Louis Park, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rita Wilczek, Inc. St Louis Park, MN Nov 2012 - Current 4
Tooties On Lowry Minneapolis, MN Aug 2010 - Current 6
Edward Jones Eagan, MN Oct 2011 - Oct 2012 1
Target Roseville, MN Jul 2005 - Aug 2011 6
Caribou Coffee Roseville, MN May 2010 - Jan 2011 < 1
University Of Minnesota St Paul, MN Aug 2007 - May 2008 < 1
Logan High School Lacrosse, WI Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Cassandra M. Brose
Phone Number: 608-662-6100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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