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Brian Keith Nerdahl

Edward Jones

Minocqua, WI

CRD 5143094

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2006-07-26
  • WI RA
    APPROVED
    Since 2006-07-26

Branch Locations

9832 #2 Plaza Drive, Minocqua, WI 54548 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 05/2006 Present
Other Businesses

Town of Arbor Vitae Arbor Vitae, WI Start date: 7/1/2022 Plan commission board member Hours per week: 0 Hours during trading: 0 Review new business applications that will need to meet the towns growth vision and zoning rules.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-14
  • S63 Uniform Securities Agent State Law Examination
    2006-07-14
Other Names
  • Brian Nerdahl

View on SEC IAPD

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