Ctb Financial Services, Ltd.
Ctb Financial Services, Ltd. (CRD# 141278) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $218,319,178 in 1,033 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Ctb Financial Services, Ltd.
By the Numbers
-
Total Assets Under Management218MILLION
-
Total Number of Accounts1,033ACCOUNTS
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Average Account Value$211,345
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MN, TX, WI
Financial Advisors at Ctb Financial Services, Ltd.
No Advisor Found.
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