St. Croix Advisors, LLC
St. Croix Advisors, LLC (CRD# 159000) is a financial advisory firm headquartered in Hudson, WI. They manage $33,000,000 in 41 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$804,878
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MN, WI
Brett Anderson (CRD# 4377100) is an Investment Advisor Representative working at St. Croix Advisors, LLC in Hudson, WI and has over 15 years of experience in the finance industry. Brett Anderson 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.