Adviser Profile
| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 02/21/2025 |
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| Former registrations | |
| ADV Location | JACKSON, MN, United States |
| Contact Info | 507 xxxxxxx |
| AUM* | 180,181,134 27% |
| of that, discretionary | 80,633,104 36% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 427,984 -8% |
| % High Net Worth | 21.31% 16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Reported AUM
100M
85M
71M
57M
43M
28M
14M
2025
2026
Private Funds
No private funds