Troy Gourde, financial advisor Plymouth MN
100 score

Troy Gourde

Gourde Wealth Management

CRD Number: 5958759
Current Firm: Investors Financial Group
Compensation Model: Fee Only
Troy Gourde (CRD# 5958759) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 5 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Investors Financial Group, LLC Plymouth, MN Nov 2013 - Current 3
Lpl Financial LLC Plymouth, MN Oct 2013 - Current 3
Ameriprise Financial Services,inc Minneapolis, MN Aug 2011 - Oct 2013 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2011
S63 Uniform Securities State Law Examination Sep 2011
Contact Info for Troy A. Gourde
Phone Number: (763)525-0001
Firm Website: http://www.ifg-llc.com
Registered State(s):
  • MN
  • CA
  • DC
  • GA
  • ME
  • MA
  • MT
  • MO
  • NJ
  • ND
  • PA
  • NY
  • RI
  • VT
  • WI
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    2,250
    ACCOUNTS
  • Average Account Value
    $227,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, LA, MN, NC, NE, NH, NJ, NM, NV, NY, PA, TX, VA, VT, WA, WI

Firm Disclaimer:

Securities offered through LPL Financial.  Member FINRA/SIPC.  Investment advice offered through Investors Financial Group, a registered investment advisor.  Gourde Wealth Management and Investors Financial Group are separate entities from LPL Financial.

 

The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed.  If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. 

 

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers

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This advisor has a clean track record with regulators.

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