Wealth Management Advisor @ (December 2023 - February 2026)
Agency Owner @ (January 2017 - May 2023)
Senior Director - Wealth Management @ (April 2008 - July 2016)
Regional Sales Director and RS Mutual Funds @ (November 2006 - April 2008)
RVP @ (February 2006 - October 2006)
RD and Delaware Funds @ (August 2001 - August 2002)
Regional Sales Director @ (June 1999 - May 2001)
Robert Brainard Skills
Alternative Investments
Series 63
Variable Life
Fixed Annuities
Fixed Income
Retirement Planning
Sales
Portfolio Management
529 Plans
Investments
Variable Annuities
Series 6
401k
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Mutual Funds
Investment Strategies
Asset Management
Separately Managed Accounts
Series 24
ETFs
Retirement
Series 65
Series 7
Securities
Selling
Robert Brainard Summary
Robert Brainard, based in Owatonna, MN, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Robert Brainard brings experience from previous roles at U.S. Bancorp Investments, Inc., Allstate, Principal Global Investors and Guardian Life Insurance. With a robust skill set that includes Alternative Investments, Series 63, Variable Life, Fixed Annuities, Fixed Income and more. Robert Brainard has 4 emails and 3 mobile phone numbers on RocketReach.
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