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Chase Brakke

17 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Chase Brakke is a registered investment advisor, based in Minneapolis, MN, with 17 years of industry experience.

Location

2701 University Ave Se, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Chase is an agent/broker for North Star Consultants & Brokerage, dedicating full-time hours to fixed insurance sales. He also serves on the board of BestPrep, spending minimal time to provide resources to MN schools, and is an advisory board member for One Protection, spending minimal time providing guidance on disability insurance technology. Chase also works as a financial professional for North Star Resource Group, dedicating about a quarter of his time, and sells fixed insurance products with various companies, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Cri Securities, LLC
January 2014 - October 2021 · 7 yrs 9 mos
Securian Financial Services, INC.Broker
November 2009 - August 2023 · 13 yrs 9 mos
Cri Securities, LLCBroker
November 2009 - October 2021 · 11 yrs 11 mos
Cri Securities, LLCBroker
July 2008 - June 2009 · 11 mos
Securian Financial Services, INC.Broker
July 2008 - June 2009 · 11 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.
Chase Brakke - Financial Advisor | TrueAdvisor