Brent R Albrechtsen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → Present
  Edward Jones
  St Louis, MO
• 12/2014 → 10/2016
  Focus Services
  Clinton, IA

Other Businesses

Albrechtsen Inc Type of business: Customer apparel Clinton, IA Start date: 1/1/2016 CEO United Way Clinton, IA Start date: 8/10/2020 Assistant Chair Hours per week: 0 Hours during trading: 0 Mostly accept checks & encourage participation from the community w/ the United Way. Absentee and Special Precent Board Clinton, IA Start date: 11/3/2020 Board member Hours per week: 0 Hours during trading: 0 Opening mail in ballots for the upcoming election. Albrechtsen Properties LLC Type of business: Commercial Real Estate Clinton, IA Start date: 9/6/2023 President Hours per week: 0 Hours during trading: 0 Maintain properties. Clinton Community Finance Committee Clinton, IA Start date: 6/23/2020 Committee Member Hours per week: 0 Hours during trading: 0 Review of community budget

Exams

• S66 Uniform Combined State Law Examination
  2016-12-17

Designations

• Certified Financial Planner

Other Names

• Brent Albrechtsen