Adviser Profile
| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 11/12/2024 |
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| Former registrations | |
| ADV Location | MANKATO, MN, United States |
| Contact Info | 507 xxxxxxx |
| Websites |
| AUM* | 141,037,349 13% |
| of that, discretionary | 136,537,949 12% |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,705 15% |
| % High Net Worth | 24.71% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
137M
117M
98M
78M
59M
39M
20M
2024
2025
2026
Private Funds
No private funds