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Tradewinds Capital Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 16, 2019
    • $764.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $158.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Kyle B. Jackson, CFP®, AIF®
October 2008
Bryant J. Engebretson, CFP®, CLU®, AIF®
March 2008
Mark R. Anderson
October 2012
Colin H Gray
March 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Bryant James Engebretson Chief Compliance Officer March, 2008 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets