Classic Asset Management, LLC

Classic Asset Management, LLC (CRD# 122030) is a financial advisory firm headquartered in Fargo, ND. They manage $176,781,000 in 1,562 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    1,562
    ACCOUNTS
  • Average Account Value
    $113,176
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, IA, LA, MI, MN, ND, NE, PA, SD, TX, WI

Financial Advisors at Classic Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Anthony J. Guglielme
CRD#: 2414883
Pittsburgh, PA

Anthony Guglielme (CRD# 2414883) is an Investment Advisor Representative working at Classic Asset Management, LLC in Pittsburgh, PA and has over 27 years of experience in the finance industry.

2
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 8 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
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 32 years of experience in the finance industry.

5
Gregory R. Standafer
CRD#: 6251239
1220 28th Avenue North, Fargo, ND 58102

Gregory Standafer (CRD# 6251239) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 7 years of experience in the finance industry.

6
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 21 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.

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