Bert Finsand, financial advisor Edina MN

Bert Finsand

CRD Number: 1243187
Current Firm: Finsand Investment Advisors, LLC

Bert Finsand (CRD# 1243187) is an Investment Advisor Representative working at Finsand Investment Advisors, LLC in Edina, MN and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Finsand Investment Advisors LLC Edina, MN Aug 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Bert L. Finsand
Phone Number: 612-790-2947
Registered State(s):
  • MN
  • WI
Current Firm Details
Finsand Investment Advisors, LLC
Firm's CRD Number: 113790
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $122,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

MN, WI

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