Icon Financial

Icon Financial (CRD# 287830) is a financial advisory firm headquartered in Bloomington, MN. They manage $92,200,000 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $539,181
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Icon Financial
Showing 1 - 2 of 2 top financial advisors.
1
Yvonne J. Moe Olson
CRD#: 6891659
8400 Normandale Lake Blvd., #920, Bloomington, MN 55437

Yvonne Moe Olson (CRD# 6891659) is an Investment Advisor Representative working at Icon Financial in Bloomington, MN and has over 6 years of experience in the finance industry.

2
Jacob E. Ruotsinoja
CRD#: 4353932
8400 Normandale Lake Blvd., #920, Bloomington, MN 55437

Jacob Ruotsinoja (CRD# 4353932) is an Investment Advisor Representative working at Icon Financial in Bloomington, MN and has over 22 years of experience in the finance industry.

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