Kevin Engebretson (CRD# 5712929) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saint Louis Park, MN and has over 14 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | Rockford, MN | May 2019 - Current | 5 |
Pruco Securities, LLC | Rockford, MN | May 2019 - Current | 5 |
Axa Advisors, LLC | New York, NY | Jan 2018 - May 2019 | 1 |
Various Insurance Carriers For W & R Insurance Agencies | Rockford, MN | Dec 2009 - Dec 2017 | 8 |
Waddell And Reed, Inc. | Plymouth, MN | Sep 2009 - Dec 2017 | 8 |
Rockford Area Athletic Association | Rockford, MN | Sep 2014 - Sep 2017 | 3 |
Star Partners | Rockford, MN | Oct 2015 - Nov 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- MN
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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