Tracy Torland (CRD# 4877954) is an Investment Advisor Representative working at Psc Financial LLC in Bloomington, MN and has over 19 years of experience in the finance industry. Tracy Torland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Psc Financial LLC | Bloomington, MN | Oct 2014 - Current | 9 |
| Lpl Financial LLC | Bloomington, MN | Dec 2005 - Current | 18 |
| Pakola, Steichen & Company | Bloomington, MN | Nov 2012 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
- MN
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Total Assets Under Management115MILLIONS
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Total Number of Accounts216ACCOUNTS
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Average Account Value$532,805
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MN
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