Classic Asset Management, LLC

Classic Asset Management, LLC (CRD# 122030) is a financial advisory firm headquartered in Fargo, ND. They manage $115,444,912 in 1,569 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    1,569
    ACCOUNTS
  • Average Account Value
    $73,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MI, MN, ND, SD, TX, VA, WI

Financial Advisors at Classic Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael V. Young
CRD#: 3242751
1220 28th Avenue North, Fargo, ND 58102
96
Wealthminder
score

Michael Young (CRD# 3242751) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 18 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.

2
Norman D. Heyd
CRD#: 1684059
19 3rd Ave Sw, Lamoure, ND 58458
93
Wealthminder
score

Norman Heyd (CRD# 1684059) is an Investment Advisor Representative working at Classic Asset Management, LLC in Lamoure, ND and has over 30 years of experience in the finance industry.

3
Craig A. Rottman
CRD#: 4647293
1220 28th Avenue North, Fargo, ND 58102
93
Wealthminder
score

Craig Rottman (CRD# 4647293) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 14 years of experience in the finance industry.

4
Mark V. Young
CRD#: 1488047
1220 28th Avenue North, Fargo, ND 58102
93
Wealthminder
score

Mark Young (CRD# 1488047) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 31 years of experience in the finance industry.

5
Tawna L. Hermanson
CRD#: 5544231
1220 28th Avenue North, Fargo, ND 58102
90
Wealthminder
score

Tawna Hermanson (CRD# 5544231) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 5 years of experience in the finance industry.

6
Gregory R. Standafer
CRD#: 6251239
1220 28th Avenue North, Fargo, ND 58102
89
Wealthminder
score

Gregory Standafer (CRD# 6251239) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 4 years of experience in the finance industry.

7
Douglas G. Schmitz
CRD#: 1771132
1220 28th Avenue North, Fargo, ND 58102
71
Wealthminder
score

Douglas Schmitz (CRD# 1771132) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 29 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.