Lottsa Financial Services, Inc.

Lottsa Financial Services, Inc. (CRD# 118995) is a financial advisory firm headquartered in Minneapolis, MN. They manage $74,584,780 in 477 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
400 19th Ave. So., Minneapolis, MN 55454
http://www.lottsa.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $156,362
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Lottsa Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott Beers, financial advisor Minneapolis MN
Scott D. Beers
CRD#: 4499344
400 19th Ave. So., Minneapolis, MN 55454

Scott Beers (CRD# 4499344) is an Investment Advisor Representative working at Lottsa Financial Services, Inc. in Minneapolis, MN and has over 23 years of experience in the finance industry.

2
Sarah Lauber, financial advisor Minneapolis MN
Sarah Lauber
CRD#: 7507811
400 19th Ave. So., Minneapolis, MN 55454

Sarah Lauber (CRD# 7507811) is an Investment Advisor Representative working at Lottsa Financial Services, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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