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 $224,513,004 in 1,834 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    1,834
    ACCOUNTS
  • Average Account Value
    $122,417
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MN, TX, WI

Financial Advisors at Split Rock Private Trading And Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Dale A. Anich
CRD#: 1283578
105 Arch St, Cloquet, MN 55720

Dale Anich (CRD# 1283578) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 39 years of experience in the finance industry.

2
Mark J. Cool
CRD#: 3154345
105 Arch St, Cloquet, MN 55720

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 25 years of experience in the finance industry.

3
Kelly A. Johnson
CRD#: 2067848
105 Arch St, Cloquet, MN 55720

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 31 years of experience in the finance industry.

4
Tyler A. Kocon
CRD#: 4146389
105 Arch St, Cloquet, MN 55720

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 23 years of experience in the finance industry.

5
Jedd Anich
CRD#: 7373668
105 Arch St, Cloquet, MN 55720

Jedd Anich (CRD# 7373668) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 2 years of experience in the finance industry.

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