Brandon KassickCRD Number: 6913625
Current Firm: U.s. Bancorp Investments, Inc.
Brandon Kassick (CRD# 6913625) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Paul, MN and has over 4 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|U.s. Bancorp Investments, Inc.||St. Paul, MN||Feb 2018 - Current||4|
|Walser Auto Group||Bloomington, MN||Jun 2017 - Feb 2018||< 1|
|Jeff Belzers||New Prague, MN||Oct 2015 - May 2017||1|
|Dodge Of Burnsville||Burnsville, MN||Mar 2009 - Oct 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management14,693MILLIONS
Total Number of Accounts56,384ACCOUNTS
Average Account Value$260,580
- A percentage of assets under your management
- 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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