Brett Von Flatern, financial advisor Windsor CT

Brett Von Flatern

CRD Number: 6545744
Current Firm: Securian Financial Services, Inc.

Brett Von Flatern (CRD# 6545744) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Windsor, CT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pioneer Financial Group Windsor, CT Oct 2020 - Current 1
Securian Financial Services Inc. St.paul, MN Sep 2018 - Current 3
Minnesota Life Insurance Co St. Paul, MN Sep 2018 - Current 3
Pioneer Financial Group Dedham, MA Sep 2018 - Sep 2020 2
Fidelity Brokerage Services LLC Merrimack, NH Aug 2015 - Jun 2018 2
Stackers And Mcmurphy's Pub Amherst, MA Mar 2015 - May 2015 < 1
University Of Massachusetts, Amherst Amherst, MA May 2013 - May 2015 2
Dunkin' Donuts Amherst, MA Oct 2013 - Nov 2013 < 1
C&s Wholesale Grocers Westfield, MA Jun 2013 - Aug 2013 < 1
Western New England University Springfield, MA Sep 2011 - May 2013 1
Western New England University Springfield, MA Sep 2011 - May 2013 1
Sears Springfield, MA Jun 2012 - Nov 2012 < 1
Unemployed East Longmeadow, MA May 2011 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Brett T. Von Flatern
Phone Number: 651-665-6669
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    15,275
    MILLIONS
  • Total Number of Accounts
    50,612
    ACCOUNTS
  • Average Account Value
    $301,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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