Ctb Financial Services, Ltd.

Ctb Financial Services, Ltd. (CRD# 141278) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $140,000,000 in 1,250 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $112,000
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
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, FL, MN, TX, WI

Financial Advisors at Ctb Financial Services, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan W. Liang
CRD#: 4289198
5811 South Cedar Lake Road, Saint Louis Park, MN 55416
96
Wealthminder
score

Jonathan Liang (CRD# 4289198) is an Investment Advisor Representative working at Ctb Financial Services, Ltd. in Saint Louis Park, MN and has over 16 years of experience in the finance industry. Jonathan Liang 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
Ozro C. Brown
CRD#: 5153371
5811 South Cedar Lake Road, Saint Louis Park, MN 55416
90
Wealthminder
score

Ozro Brown (CRD# 5153371) is an Investment Advisor Representative working at Ctb Financial Services, Ltd. in Saint Louis Park, MN and has 1 year of experience in the finance industry. Ozro Brown 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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