Classic Asset Management, LLC

Classic Asset Management, LLC (CRD# 122030) is a financial advisory firm headquartered in Fargo, ND. They manage $179,713,000 in 1,817 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    1,817
    ACCOUNTS
  • Average Account Value
    $98,906
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
  • Selection of other advisers (including private fund managers)
  • Other
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, CO, FL, IA, IL, LA, MI, MN, ND, NE, SD, TX, WI

Financial Advisors at Classic Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Tawna L. Hermanson
CRD#: 5544231
1220 28th Avenue North, Fargo, ND 58102

Tawna Hermanson (CRD# 5544231) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 10 years of experience in the finance industry.

2
Craig A. Rottman
CRD#: 4647293
1220 28th Avenue North, Fargo, ND 58102

Craig Rottman (CRD# 4647293) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 19 years of experience in the finance industry.

3
Douglas G. Schmitz
CRD#: 1771132
1220 28th Avenue North, Fargo, ND 58102

Douglas Schmitz (CRD# 1771132) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 34 years of experience in the finance industry.

4
Michael V. Young
CRD#: 3242751
1220 28th Avenue North, Fargo, ND 58102

Michael Young (CRD# 3242751) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 22 years of experience in the finance industry. Michael Young 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.

5
Austin T. Avery
CRD#: 7263602
1220 28th Avenue North, Fargo, ND 58102

Austin Avery (CRD# 7263602) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has 1 year of experience in the finance industry.

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