Quantitative Advantage, LLC

Quantitative Advantage, LLC (CRD# 110575) is a financial advisory firm headquartered in Minnetonka, MN. They manage $417,369,670 in 1,912 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    417
    MILLION
  • Total Number of Accounts
    1,912
    ACCOUNTS
  • Average Account Value
    $218,290
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
  • Other
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, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Quantitative Advantage, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ronald E. Evans
CRD#: 4481819
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
96
Wealthminder
score

Ronald Evans (CRD# 4481819) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 15 years of experience in the finance industry. Ronald Evans 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
Kyle P. Olson
CRD#: 4474929
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
96
Wealthminder
score

Kyle Olson (CRD# 4474929) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 16 years of experience in the finance industry. Kyle Olson 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.

3
Theodore J. Ecker
CRD#: 2808393
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
93
Wealthminder
score

Theodore Ecker (CRD# 2808393) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 21 years of experience in the finance industry.

4
John G. Jelinek
CRD#: 4480840
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
93
Wealthminder
score

John Jelinek (CRD# 4480840) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 15 years of experience in the finance industry.

5
Kevin E. Lawson
CRD#: 6500923
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
90
Wealthminder
score

Kevin Lawson (CRD# 6500923) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has 1 year of experience in the finance industry. Kevin Lawson 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.

6
Tad A. Kastman
CRD#: 6572828
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
87
Wealthminder
score

Tad Kastman (CRD# 6572828) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 2 years of experience in the finance industry.

7
Daniel D. Westin
CRD#: 4198039
10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343
86
Wealthminder
score

Daniel Westin (CRD# 4198039) is an Investment Advisor Representative working at Quantitative Advantage, LLC in Minnetonka, MN and has over 17 years of experience in the finance industry. Daniel Westin 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.