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).
Current Firm Details
By the Numbers
-
Total Assets Under Management92MILLION
-
Total Number of Accounts171ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Icon Financial
1
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 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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