Surface Financial LLC

Surface Financial LLC (CRD# 222514) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

WI

Financial Advisors at Surface Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua L. Preiser
CRD#: 5039876
Wausau, WI
73
Wealthminder
score

Joshua Preiser (CRD# 5039876) is an Investment Advisor Representative working at Surface Financial LLC in Wausau, WI and has over 11 years of experience in the finance industry.

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