Split Rock Private Trading And Wealth Management LLC

Split Rock Private Trading And Wealth Management LLC (CRD# 152003) is a financial advisory firm headquartered in Cloquet, MN. They manage $47,796,367 in 685 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    685
    ACCOUNTS
  • Average Account Value
    $69,776
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • 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.

FL, LA, MN, TX, WI

Financial Advisors at Split Rock Private Trading And Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark J. Cool
CRD#: 3154345
1618 Cloquet Ave, Cloquet, MN 55720
93
Wealthminder
score

Mark Cool (CRD# 3154345) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 18 years of experience in the finance industry.

2
Kelly A. Johnson
CRD#: 2067848
1618 Cloquet Ave, Cloquet, MN 55720
93
Wealthminder
score

Kelly Johnson (CRD# 2067848) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 23 years of experience in the finance industry.

3
Tyler A. Kocon
CRD#: 4146389
1618 Cloquet Ave, Cloquet, MN 55720
93
Wealthminder
score

Tyler Kocon (CRD# 4146389) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 16 years of experience in the finance industry.

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