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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Aug. 14, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $313.1K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

22

name start date
Shawn Jay Jacobson
February 2017
Anthony David Mlachnik
August 2019
Donwin Sylvester Braun
January 2014
Joshua Robert Glorch
August 2019
Jed Roland Magstadt
May 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Northrock Partners Tax Services -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Dean Nelson Managing Member, President & Ceo, Founding Partner October, 2013 50% to 75%
      James Bernard Lund Managing Member, Senior Vice President, Cco, Founding Partner October, 2013 25% to 50%
      Matthew Barr Olson Managing Member January, 2016 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees