Bret Kinzler
Bret Kinzler is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Fargo, ND, with 15 years of industry experience. Bret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
51 Broadway N, Suite 150, Fargo, ND, 58102
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bret is primarily employed by Alerus Financial, spending most of his time assisting wealth management employees and acting as a primary contact for insurance and mutual fund products. This activity is investment-related.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Alerus Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 states
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
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