Jill Brett (CRD# 3200751) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 23 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Stillwater, MN | Feb 2021 - Current | 3 |
| Unemployed | St. Paul, MN | Nov 2020 - Feb 2021 | < 1 |
| Washington County, Mn | Stillwater, MN | Sep 2020 - Nov 2020 | < 1 |
| Unemployed | St. Paul, MN | May 2020 - Sep 2020 | < 1 |
| Cri Securities, LLC | St Paul, MN | Sep 2014 - May 2020 | 5 |
| Securian Financial Services, Inc. | St Paul, MN | Sep 2014 - May 2020 | 5 |
| Winter And Associates | St Paul, MN | Mar 2014 - May 2020 | 6 |
| Securian Financial Services, Inc. | St Paul, MN | Aug 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- MN
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.