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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Pension Consulting
    • -401k
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Invictus Asset Management LLC 3 years, 5 months Oct 2015 - Present
Invictus Asset Management LLC 3 years, 6 months Sep 2015 - Present
Triad Advisors, Inc. 4 years, 1 month Feb 2015 - Present
Summit Financial Consultants 2 years, 4 months Jun 2013 - Oct 2015
LPL Financial LLC 1 year, 8 months Jun 2013 - Feb 2015
LPL Financial LLC 4 years, 6 months Dec 2008 - Jun 2013
Summit Financial 4 years, 6 months Dec 2008 - Jun 2013
California Lutheran University 3 years, 8 months Sep 2007 - May 2011

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Thaddeus Ekstrand

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Nov. 2, 2018
    • $203.8M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 7
      number of clients
    • $29.1M
      Estimated Average Account Balance Per Client

Invictus Asset Management LLC

Last updated on March 17, 2017
    • $204.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15
      Accounts
    • $13.6M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements