Complete Investment Advisory, LLC

Complete Investment Advisory, LLC (CRD# 166876) is a financial advisory firm headquartered in Fargo, ND. They manage $81,195,323 in 410 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

3211 Fiechtner Dr., Suite 6, Fargo, ND 58103

http://www.completeinvestmentadvisory.com

By the Numbers

Total Assets Under Management

81

MILLION
Total Number of Accounts

410

ACCOUNTS
Average Account Value

$198,037

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MN, ND, TX

Financial Advisors at Complete Investment Advisory, LLC

Showing 1 - 2 of 2 top financial advisors.

Rodney A. Schauer

CRD#: 6023553

3211 Fiechtner Dr., Suite 6, Fargo, ND 58103

Rodney Schauer (CRD# 6023553) is an Investment Advisor Representative working at Complete Investment Advisory, LLC in Fargo, ND and has 1 year of experience in the finance industry.

Nathan M. Zuidema

CRD#: 7050531

3211 Fiechtner Dr., Suite 6, Fargo, ND 58103

Nathan Zuidema (CRD# 7050531) is an Investment Advisor Representative working at Complete Investment Advisory, LLC in Fargo, ND and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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