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Credentials
Series 63, Series 66
Experience Industry experience
32 years
Location
Hawley, MN 56549
LPL Financial
Institution
Brad Bakken is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Bell State Bank & Trust. He serves as President of the board for the Leach Home Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Hawley, MN Hobart St.
1018 Hobart St.
Hawley MN 56549
Advisors at this office
1
Minnesota · Nebraska · North Dakota · Texas
32 years of industry experience
LPL Financial LLC
2017 - Present • 9 years
Wahpeton, ND
Cetera
2014 - 2017 • 3 years
Wahpeton, ND
Bell State Bank & Trust
2012 - Present • 14 years
Wahpeton, ND
Cetera Investment Services Llc
2012 - 2017 • 5 years
St. Cloud, MN
Bancwest Investment Services, Inc.
2006 - 2012 • 6 years
Cetera Investment Services Llc
2004 - 2006 • 2 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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