Invested Interests, LLC

Invested Interests, LLC (CRD# 134836) is a financial advisory firm headquartered in , . They manage $2,500,000 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $33,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, MN

Financial Advisors at Invested Interests, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brandon J. Small
CRD#: 3262658
Minneapolis, MN
96
Wealthminder
score

Brandon Small (CRD# 3262658) is an Investment Advisor Representative working at Invested Interests, LLC in Minneapolis, MN and has over 17 years of experience in the finance industry.

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