Tristan Cox (CRD# 6266881) is an Investment Advisor Representative working at Wealth Span Capital Management in Northfield, MN and has over 10 years of experience in the finance industry. Tristan Cox 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# 2773901
Edward Jones
CRD# 6190212
Focus Financial
CRD# 2271838
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Span Capital Management | Northfield, MN | Apr 2016 - Current | 8 |
| Sorensen Financial Services | Red Wing, MN | Jun 2015 - Mar 2016 | < 1 |
| Heritage Wealth Architects, LLC | St. Paul, MN | Jun 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- MN
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$321,336
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MN
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