Brendan O'sullivan (CRD# 7465679) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.
CRD# 4785817
Mercer Global Advisors Inc.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 5870908
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Investment Institute, Inc. | Minneapolis, MN | Nov 2021 - Current | 2 |
| Wells Fargo Wealth Management | Minneapolis, MN | Jan 2010 - Nov 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- MN
-
Total Assets Under Management43,998MILLIONS
-
Total Number of Accounts20,338ACCOUNTS
-
Average Account Value$2,163,352
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VI, VT, WA, WI, WV, WY
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