BA
BA
Brenda Aslyn is a registered investment advisor at Wells Fargo Advisors, based in Edina, MN, with 24 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
5116 Vernon Ave S, Edina, MN, 55436
Get directionsHistory
Regulatory History (3)
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Financial
December 2023Final
Customer Dispute
March 2009Denied
Customer Dispute
March 2009Denied
Employment History
Current Registrations
Wells Fargo Advisors
February 2024 - Present · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
December 2016 - May 2019 · 2 yrs 5 mos
Usadvisors Wealth Management, LLC
April 2016 - December 2016 · 8 mos
Securities America Advisors, INC.
January 2014 - April 2016 · 2 yrs 3 mos
Securities America, INC.Broker
February 2010 - May 2019 · 9 yrs 3 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2009 - December 2009 · 10 mos
LPL Financial CorporationBroker
January 2009 - February 2010 · 1 yr 1 mo
Wachovia Securities, LLCBroker
January 2008 - January 2009 · 1 yr
A. G. Edwards & Sons, INC.Broker
July 2004 - January 2008 · 3 yrs 6 mos
Sunamerica Securities, INC.Broker
July 2001 - August 2004 · 3 yrs 1 mo
U.S. Bancorp Piper Jaffray INC.Broker
October 2000 - July 2001 · 9 mos
Dain Rauscher IncorporatedBroker
November 1999 - November 2000 · 1 yr
Edward JonesBroker
March 1997 - November 1999 · 2 yrs 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.