Brandt A. Colville

ABBEY STREET

EDEN PRAIRIE, MN 55344

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CRD#: 2267163

Professional summary

Brandt Alan Colville is a registered financial advisor currently at ABBEY STREET located in Eden Prairie, Minnesota.

Brandt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Brandt has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandt Alan Colville's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2020 - Present

ABBEY STREET

Office #1: 11095 Viking Drive Suite 410, Eden Prairie, MN 55344

RIA

CRD#: 305107

EDEN PRAIRIE, MN

Past

April 18, 2016 - April 2, 2020

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

MINNETONKA, MN

Past

May 19, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Plymouth, MN

Past

February 19, 2013 - April 2, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Plymouth, MN

Past

April 30, 2012 - January 28, 2013

ALERUS SECURITIES CORPORATION

CRD#: 35947

MINNETONKA, MN

Past

July 11, 2008 - January 22, 2013

ALERUS INVESTMENT ADVISORS CORPORATION

RIA

CRD#: 145129

MINNETONKA, MN

Past

July 14, 2006 - April 11, 2012

NATIONAL PLANNING CORPORATION

CRD#: 29604

HOPKINS, MN

Past

December 10, 2004 - July 13, 2006

ASKAR CORP.

CRD#: 7512

BLOOMINGTON, MN

Past

December 2, 2003 - November 5, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

April 20, 1998 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Past

August 24, 1992 - June 4, 1997

IAI SECURITIES, INC.

CRD#: 27917

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ABBEY STREET

ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA

Registered Investment Advisory firm - (10/4/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1992

General Securities Representative Examination

Current Firm

ABBEY STREET

ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA

Registered Investment Advisory firm - (10/4/2019 Approved)

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Contact information

Main Address

11095 Viking Drive Suite 410, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 224-7272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABBEY STREET ADV 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 315,133,609

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Brandt A. Colville

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandt Alan Colville's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ALERUS SECURITIES CORPORATION

ALERUS INVESTMENT ADVISORS CORPORATION

NATIONAL PLANNING CORPORATION

ASKAR CORP.

MONY SECURITIES CORPORATION

TRUSTED SECURITIES ADVISORS CORP.

IAI SECURITIES, INC.

Primary Firm SEC Registration

ABBEY STREET

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2008

Series 63

Date: 8/26/1992

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1992

Current Firm

ABBEY STREET

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABBEY STREET

TRUST BUT VERIFY

Contact information

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