Adviser Profile
| As of Date | 03/14/2026 |
| Registration status | Registration Changed to TWIN CITIES RETIREMENT GROUP, LLC |
| ADV Location | PLYMOUTH, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 134,894,000 72% |
| of that, discretionary | 134,894,000 72% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 624,509 12% |
| % High Net Worth | 48.28% 53% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds